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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1451
Thomas J. Herzfeld Advisors
Florida
$444K -$338K -4,896 -17%
BCM
1452
Boltwood Capital Management
California
$444K – – –
CIP
1453
Capital Insight Partners
Arizona
$444K – – –
HFAS
1454
Hummer Financial Advisory Services
Illinois
$444K – – –
EWM
1455
Empirical Wealth Management
Washington
$442K -$53K -768 -11%
AAM
1456
Aureus Asset Management
Massachusetts
$442K -$9.66K -140 -2%
CGA
1457
Crescent Grove Advisors
Illinois
$440K – – –
AL
1458
Aspiriant LLC
California
$438K +$1.1K +16 +0.3%
KOMWMG
1459
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$437K +$2.21K +32 +0.5%
MCM
1460
Magnolia Capital Management
New York
$436K – – –
FMTC
1461
Farmers & Merchants Trust Company
California
$436K +$13.8K +200 +3%
SIC
1462
Samalin Investment Counsel
New York
$435K +$828 +12 +0.2%
PBC
1463
Pavion Blue Capital
California
$428K – – –
WPC
1464
Waters Parkerson & Co
Louisiana
$427K – – –
PFA
1465
Plotkin Financial Advisors
Maryland
$425K – – –
ZIM
1466
Zacks Investment Management
Illinois
$424K -$252K -3,644 -37%
TAM
1467
Townsend Asset Management
North Carolina
$424K +$828 +12 +0.2%
MPCG
1468
Matrix Private Capital Group
New York
$424K +$3.04K +44 +0.7%
FHB
1469
First Hawaiian Bank
Hawaii
$423K +$23.2K +336 +6%
WMA
1470
Wealth Management Associates
New Jersey
$422K – – –
GAM
1471
Gotham Asset Management
New York
$419K -$349K -5,060 -46%
PAM
1472
Private Asset Management
California
$419K -$110K -1,600 -21%
XF
1473
XML Financial
Maryland
$419K +$123K +1,780 +42%
DAM
1474
Delta Asset Management
Tennessee
$419K +$136K +1,972 +48%
VA
1475
Valmark Advisers
Ohio
$418K +$29K +420 +7%
57 58
59
60 61