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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMT
1101
AAFMAA Wealth Management & Trust
North Carolina
$2.11M -$90.9K -1,098 -4%
CWM
1102
Cabot Wealth Management
Massachusetts
$2.11M -$32.3K -390 -1%
WWM
1103
Western Wealth Management
Colorado
$2.11M +$346K +4,175 +19%
SEIA
1104
Signature Estate & Investment Advisors
California
$2.1M -$35.8M -431,767 -94%
PWMAG
1105
Pinnacle Wealth Management Advisory Group
New Jersey
$2.1M +$71.4K +862 +3%
MIM
1106
Montgomery Investment Management
Maryland
$2.1M – – –
GSEP
1107
Golden State Equity Partners
California
$2.09M +$577K +6,963 +36%
SSW
1108
Stone Summit Wealth
Florida
$2.09M +$159K +1,924 +8%
MCRM
1109
Midway Capital Research & Management
Illinois
$2.08M +$2.15M +25,969 New
XT
1110
XTX Topco
Cayman Islands
$2.08M +$1.2M +14,480 +126%
LSA
1111
L & S Advisors
California
$2.06M +$2.13M +25,710 New
SIM
1112
Stratos Investment Management
Ohio
$2.06M -$51.4K -620 -2%
EPIMS
1113
Evelyn Partners Investment Management Services
$2.05M +$1.25M +15,064 +144%
WP
1114
WealthShield Partners
North Carolina
$2.04M -$564K -6,814 -21%
CC
1115
Courier Capital
New York
$2.03M +$15.2K +184 +0.7%
ACIM
1116
Azimuth Capital Investment Management
Michigan
$2.03M -$74.5K -900 -3%
MFP
1117
Meridian Financial Partners
Virginia
$2.03M -$9.53K -115 -0.5%
BSL
1118
Blue Sparrow LLC
Delaware
$2.02M +$2.09M +25,200 New
CT
1119
Chicago Trust
Illinois
$2.02M -$100K -1,210 -5%
DDC
1120
DF Dent & Co
Maryland
$2.02M +$394K +4,757 +23%
HFS
1121
Hantz Financial Services
Michigan
$2.01M +$180K +2,168 +9%
AAP
1122
Ardsley Advisory Partners
Connecticut
$2.01M +$2.07M +25,000 New
LCM
1123
Legato Capital Management
California
$2.01M +$2.07M +25,000 New
SI
1124
Sava Infond
Slovenia
$2M +$224K +2,700 +12%
CFAM
1125
Center For Asset Management
Florida
$2M -$135K -1,631 -6%
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45
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