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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1226
Basepoint Wealth
Iowa
$1.29M +$135K +1,684 +12%
CPO
1227
Cerity Partners OCIO
New York
$1.29M -$471K -5,878 -28%
RIL
1228
Rothschild Investment LLC
Illinois
$1.28M -$9.54K -119 -0.8%
CMS
1229
Capital Market Strategies
Florida
$1.28M +$10.7K +133 +0.9%
WSC
1230
Wellington Shields & Co
New York
$1.28M – – –
RWA
1231
River Wealth Advisors
Pennsylvania
$1.27M -$98.3K -1,227 -8%
WA
1232
WBH Advisory
Maryland
$1.27M +$10.8K +135 +0.8%
SIM
1233
Sentry Investment Management
Wisconsin
$1.27M -$290K -3,624 -19%
FWM
1234
Fingerlakes Wealth Management
New York
$1.27M +$6.25K +78 +0.5%
HVIA
1235
Hudson Valley Investment Advisors
New York
$1.27M -$56.1K -700 -4%
FC
1236
Forte Capital
New York
$1.27M – – –
FB
1237
Fulton Bank
Pennsylvania
$1.27M +$24K +299 +2%
QT
1238
Quantbot Technologies
New York
$1.26M +$1.2M +14,939 New
LGA
1239
Lebenthal Global Advisors
New York
$1.26M +$43.4K +541 +4%
RSWM
1240
Robertson Stephens Wealth Management
California
$1.25M +$139K +1,729 +13%
BW
1241
Bison Wealth
Georgia
$1.25M +$182K +2,267 +18%
MHIC
1242
Marble Harbor Investment Counsel
Massachusetts
$1.25M +$481K +6,000 +69%
MYIA
1243
Mount Yale Investment Advisors
Colorado
$1.24M +$8.98K +112 +0.8%
FMB
1244
Field & Main Bank
Kentucky
$1.24M +$32.5K +405 +3%
FNBOSM
1245
First National Bank of South Miami
Florida
$1.24M +$98.1K +1,224 +9%
OPOWM
1246
One Plus One Wealth Management
Florida
$1.23M -$1.6K -20 -0.1%
BBNA
1247
Bremer Bank National Association
Minnesota
$1.23M -$1.42M -17,671 -55%
SBIA
1248
Sheaff Brock Investment Advisors
Indiana
$1.23M +$3.45K +43 +0.3%
GWM
1249
Greenwich Wealth Management
Connecticut
$1.23M -$157K -1,961 -12%
NW
1250
NewEdge Wealth
Pennsylvania
$1.23M +$466K +5,820 +67%
48 49
50
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