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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1301
Charter Oak Capital Management
New Hampshire
$916K +$111K +1,377 +13%
ACM
1302
Aljian Capital Management
Nevada
$915K -$190K -2,356 -17%
OPS
1303
Orion Portfolio Solutions
Nebraska
$915K +$166K +2,056 +21%
SFM
1304
Signet Financial Management
New Jersey
$914K -$19.1K -237 -2%
XWM
1305
Xcel Wealth Management
Florida
$914K – – –
ICG
1306
InterOcean Capital Group
Tennessee
$914K +$19.7K +244 +2%
FUBT
1307
First United Bank & Trust
Maryland
$912K +$47.8K +593 +5%
CBN
1308
Cadence Bank NA
Texas
$909K +$8.23K +102 +0.9%
SS
1309
Simplicity Solutions
Minnesota
$906K +$107K +1,330 +13%
MCM
1310
McRae Capital Management
New Jersey
$903K -$32.3K -400 -3%
GF
1311
Gries Financial
Ohio
$899K +$18.5K +230 +2%
HH
1312
Hilltop Holdings
Texas
$897K +$29.6K +367 +3%
STB
1313
S&T Bank
Pennsylvania
$896K -$37.9K -470 -4%
CG
1314
Caprock Group
Idaho
$893K -$68K -843 -7%
PL
1315
Plancorp LLC
Missouri
$892K +$37.5K +465 +4%
WC
1316
Westhampton Capital
North Carolina
$891K -$16.1K -200 -2%
AIA
1317
Alera Investment Advisors
Illinois
$889K -$3.15K -39 -0.3%
NFG
1318
Next Financial Group
Texas
$887K -$1.02M -12,643 -53%
SAM
1319
S.A. Mason
Michigan
$885K – – –
SFG
1320
Summit Financial Group
West Virginia
$884K – – –
BEAM
1321
Baker Ellis Asset Management
Washington
$880K – – –
CFG
1322
Cooper Financial Group
California
$878K +$106K +1,310 +13%
LWAM
1323
Legacy Wealth Asset Management
Minnesota
$877K +$3.71K +46 +0.4%
AP
1324
Americana Partners
Texas
$876K -$613K -7,600 -40%
MPWT
1325
MassMutual Private Wealth & Trust
Connecticut
$876K -$22.2K -275 -2%
51 52
53
54 55