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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1051
Wellesley Investment Partners
Massachusetts
$233K +$957 +28 +0.4%
RW
1052
Rand Wealth
Maryland
$233K +$228K +6,656 New
CAW
1053
Cornerstone Advisors (Washington)
Washington
$232K – – –
NWP
1054
Northstar Wealth Partners
Connecticut
$232K – – –
SWM
1055
Segment Wealth Management
Texas
$232K – – –
GJIC
1056
Gamble Jones Investment Counsel
California
$232K +$6.29K +184 +3%
FI
1057
FormulaFolio Investments
Michigan
$229K -$49.1K -1,436 -18%
AWM
1058
Altavista Wealth Management
North Carolina
$228K – – –
FNBSF
1059
First National Bank Sioux Falls
South Dakota
$228K – – –
CCMD
1060
Cypress Capital Management (Delaware)
Delaware
$228K +$222K +6,500 New
MWP
1061
MYCIO Wealth Partners
Pennsylvania
$228K +$223K +6,516 New
SNT
1062
Security National Trust
West Virginia
$227K -$13.7K -400 -6%
CS
1063
Comerica Securities
Michigan
$224K -$40.2K -1,176 -16%
BFIC
1064
Bedell Frazier Investment Counselling
California
$224K – – –
IFS
1065
Ifrah Financial Services
Arkansas
$224K – – –
FCFC
1066
First Commonwealth Financial Corp
Pennsylvania
$224K +$219K +6,396 New
4IG
1067
440 Investment Group
Kansas
$223K -$57.3K -1,676 -21%
BO
1068
Bank OZK
Arkansas
$223K – – –
HDIM
1069
Hanson & Doremus Investment Management
Vermont
$222K -$4.79K -140 -2%
AAM
1070
Aureus Asset Management
Massachusetts
$222K – – –
KC
1071
Kingfisher Capital
North Carolina
$220K -$547 -16 -0.3%
SFA
1072
Stewardship Financial Advisors
Georgia
$220K – – –
TCA
1073
Tortoise Capital Advisors
Kansas
$219K +$164K +4,784 +325%
AIM
1074
Advantage Investment Management
Iowa
$216K +$19.8K +580 +10%
PL
1075
Plancorp LLC
Missouri
$216K +$211K +6,164 New
41 42
43
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