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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
1051
Northstar Wealth Partners
Connecticut
$232K – – –
SWM
1052
Segment Wealth Management
Texas
$232K – – –
GJIC
1053
Gamble Jones Investment Counsel
California
$232K +$6.29K +184 +3%
FI
1054
FormulaFolio Investments
Michigan
$229K -$49.1K -1,436 -18%
AWM
1055
Altavista Wealth Management
North Carolina
$228K – – –
FNBSF
1056
First National Bank Sioux Falls
South Dakota
$228K – – –
CCMD
1057
Cypress Capital Management (Delaware)
Delaware
$228K +$222K +6,500 New
MWP
1058
MYCIO Wealth Partners
Pennsylvania
$228K +$223K +6,516 New
SNT
1059
Security National Trust
West Virginia
$227K -$13.7K -400 -6%
CS
1060
Comerica Securities
Michigan
$224K -$40.2K -1,176 -16%
BFIC
1061
Bedell Frazier Investment Counselling
California
$224K – – –
IFS
1062
Ifrah Financial Services
Arkansas
$224K – – –
FCFC
1063
First Commonwealth Financial Corp
Pennsylvania
$224K +$219K +6,396 New
4IG
1064
440 Investment Group
Kansas
$223K -$57.3K -1,676 -21%
BO
1065
Bank OZK
Arkansas
$223K – – –
HDIM
1066
Hanson & Doremus Investment Management
Vermont
$222K -$4.79K -140 -2%
AAM
1067
Aureus Asset Management
Massachusetts
$222K – – –
KC
1068
Kingfisher Capital
North Carolina
$220K -$547 -16 -0.3%
SFA
1069
Stewardship Financial Advisors
Georgia
$220K – – –
TCA
1070
Tortoise Capital Advisors
Kansas
$219K +$164K +4,784 +325%
AIM
1071
Advantage Investment Management
Iowa
$216K +$19.8K +580 +10%
PL
1072
Plancorp LLC
Missouri
$216K +$211K +6,164 New
TSW
1073
Thompson Siegel & Walmsley
Virginia
$215K +$77.1K +2,256 +58%
FAM
1074
Formidable Asset Management
Ohio
$214K -$10.4K -304 -5%
LCM
1075
Logan Capital Management
Pennsylvania
$213K +$208K +6,088 New
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43
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