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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1076
Aureus Asset Management
Massachusetts
$323K – – –
CCM
1077
Cribstone Capital Management
Maine
$323K +$19.9K +516 +7%
AAC
1078
Asset Advisors Corp
Georgia
$322K – – –
RWP
1079
RWA Wealth Partners
Massachusetts
$320K -$32.1K -832 -9%
AWM
1080
AE Wealth Management
Kansas
$319K +$88.3K +2,288 +39%
ACM
1081
Argyle Capital Management
Pennsylvania
$318K – – –
BAM
1082
Belpointe Asset Management
Nevada
$318K +$13.4K +348 +4%
CCM
1083
Coldstream Capital Management
Washington
$318K +$89K +2,304 +39%
MHIC
1084
Marble Harbor Investment Counsel
Massachusetts
$316K -$16.2K -420 -5%
BBHC
1085
Brown Brothers Harriman & Co
New York
$316K +$110K +2,844 +54%
LIA
1086
LBMC Investment Advisors
Tennessee
$315K – – –
PWM
1087
Perigon Wealth Management
California
$313K -$307K -7,956 -50%
KOCAA
1088
Knights of Columbus Asset Advisors
Connecticut
$312K -$108K -2,800 -26%
BCA
1089
Bernzott Capital Advisors
California
$312K – – –
BT
1090
Brandywine Trust
Delaware
$312K – – –
CFSG
1091
Community Financial Services Group
Vermont
$312K – – –
WDL
1092
Well Done LLC
Michigan
$311K – – –
SFP
1093
Shepherd Financial Partners
Massachusetts
$309K – – –
FM
1094
Foster & Motley
Ohio
$308K -$40.9K -1,060 -12%
ANTB
1095
AMG National Trust Bank
Colorado
$307K – – –
ACM
1096
AlphaStar Capital Management
North Carolina
$307K +$303K +7,856 New
SFG
1097
Summit Financial Group
West Virginia
$303K -$19.9K -516 -6%
SWM
1098
SVA Wealth Management
Wisconsin
$301K -$2.16K -56 -0.7%
CPIA
1099
Cornell Pochily Investment Advisors
New York
$296K +$293K +7,596 New
WPW
1100
Waldron Private Wealth
Pennsylvania
$294K -$245K -6,340 -46%
42 43
44
45 46