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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1676
Integris Wealth Management
California
$931K – – –
CP
1677
Clarendon Private
Massachusetts
$930K -$17.2K -194 -2%
CIC
1678
Canal Insurance Company
South Carolina
$929K +$889K +10,000 New
SFG
1679
Sovereign Financial Group
Connecticut
$927K +$16.7K +188 +2%
EIM
1680
Essex Investment Management
Massachusetts
$922K -$466K -5,247 -35%
CAM
1681
CPA Asset Management
Florida
$921K +$356 +4 +0%
EM
1682
Excalibur Management
Massachusetts
$920K +$50.4K +567 +6%
PMA
1683
Prudent Man Advisors
Illinois
$918K +$137K +1,540 +18%
FWI
1684
Facet Wealth Inc
Maryland
$917K +$133K +1,498 +18%
SFO
1685
Stenger Family Office
Illinois
$916K +$3.02K +34 +0.3%
SC
1686
Schulhoff & Co
Ohio
$916K – – –
SWMG
1687
Stillwater Wealth Management Group
Florida
$915K +$875K +9,847 New
SWK
1688
Stephen W. Kidder
$913K +$551K +6,200 +171%
CFD
1689
Creative Financial Designs
Indiana
$911K -$282K -3,170 -24%
WIC
1690
Woodmont Investment Counsel
Tennessee
$907K -$26.7K -300 -3%
PA
1691
PFG Advisors
Arizona
$907K -$44.8K -504 -5%
KIA
1692
Knollwood Investment Advisory
Maryland
$905K – – –
NL
1693
NWAM LLC
Washington
$903K +$83.1K +935 +11%
AWM
1694
Accel Wealth Management
Iowa
$903K -$68.7K -773 -7%
CCM
1695
Copeland Capital Management
Pennsylvania
$901K -$32.3K -363 -4%
KSB
1696
Kennebec Savings Bank
Maine
$899K -$4.8K -54 -0.6%
LWAM
1697
Legacy Wealth Asset Management
Minnesota
$898K +$3.73K +42 +0.4%
RFA
1698
RTD Financial Advisors
Pennsylvania
$897K -$41.7K -469 -5%
HIC
1699
Holderness Investments Company
North Carolina
$896K – – –
MAM
1700
McLaughlin Asset Management
Illinois
$896K -$27.2K -306 -3%
66 67
68
69 70