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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1601
Isthmus Partners
Wisconsin
$634K – – –
JWM
1602
Jeppson Wealth Management
California
$633K +$50.9K +600 +8%
FCA
1603
FLC Capital Advisors
California
$632K +$1.27K +15 +0.2%
DA
1604
Detalus Advisors
Missouri
$630K -$12.7K -150 -2%
CPIA
1605
Cornell Pochily Investment Advisors
New York
$629K -$84.7K -998 -11%
SSWM
1606
Smith Salley Wealth Management
North Carolina
$629K -$3.48K -41 -0.5%
HI
1607
Hoey Investments
Pennsylvania
$629K +$652K +7,685 +2,301%
AOWM
1608
Alpha Omega Wealth Management
Virginia
$627K -$11.8K -139 -2%
AFG
1609
Albion Financial Group
Utah
$627K – – –
BT
1610
Brandywine Trust
Delaware
$627K – – –
CYG
1611
Clean Yield Group
Vermont
$626K – – –
BDA
1612
Borer Denton & Associates
Pennsylvania
$620K +$417K +4,910 +164%
PIM
1613
Perpetual Investment Management
Australia
$620K – – –
MIM
1614
Merrion Investment Management
New Jersey
$618K -$14.8K -175 -2%
TCM
1615
Traynor Capital Management
Pennsylvania
$617K +$16K +189 +2%
FFG
1616
Frisch Financial Group
New York
$616K +$339 +4 +0.1%
FAM
1617
Formidable Asset Management
Ohio
$614K +$10.9K +129 +2%
LFA
1618
Level Financial Advisors
New York
$612K -$255 -3 -0%
CCM
1619
CTC Capital Management
Illinois
$612K +$662K +7,800 New
SFG
1620
StrategIQ Financial Group
Indiana
$610K +$85 +1 +0%
NMG
1621
New Millennium Group
Utah
$607K +$11.2K +132 +2%
NAG
1622
Northstar Advisory Group
New Jersey
$605K +$594 +7 +0.1%
LWAC
1623
Laurel Wealth Advisors (California)
California
$605K +$126K +1,486 +24%
AIS
1624
American Investment Services
Massachusetts
$604K – – –
EI
1625
Ethic Inc
New York
$602K +$117K +1,383 +22%
63 64
65
66 67