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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1701
Forte Capital
New York
$687K -$83.5K -1,075 -10%
TF
1702
Tompkins Financial
New York
$685K -$17.2K -221 -2%
IP
1703
Integras Partners
Georgia
$684K +$741K +9,542 New
CAM
1704
Close Asset Management
United Kingdom
$684K – – –
JWWM
1705
Johnson & White Wealth Management
Pennsylvania
$684K +$42K +541 +6%
AG
1706
AlTi Global
New York
$683K -$206K -2,657 -22%
LWAM
1707
Legacy Wealth Asset Management
Minnesota
$683K -$7.85K -101 -1%
LF
1708
LifeSteps Financial
California
$681K – – –
BFM
1709
Boothbay Fund Management
New York
$681K -$187K -2,410 -20%
TCM
1710
Tandem Capital Management
New Jersey
$680K -$35K -450 -5%
TF
1711
Tudor Financial
Ohio
$680K +$54.7K +704 +8%
SFG
1712
Sovereign Financial Group
Connecticut
$680K -$4.43K -57 -0.6%
DFG
1713
Delta Financial Group
New Jersey
$678K +$1.32K +17 +0.2%
TBT
1714
Texas Bank & Trust
Texas
$677K +$733K +9,440 New
MSFS
1715
Main Street Financial Solutions
Pennsylvania
$675K -$169K -2,173 -19%
AIM
1716
AHL Investment Management
Florida
$671K – – –
FWM
1717
Focused Wealth Management
New York
$671K +$2.33K +30 +0.3%
HAS
1718
HBW Advisory Services
California
$667K +$4.51K +58 +0.6%
SI
1719
Severin Investments
Missouri
$667K +$723K +9,303 New
CTB
1720
Country Trust Bank
Illinois
$666K – – –
PVM
1721
Palogic Value Management
Texas
$666K -$4.74K -61 -0.7%
ILI
1722
Invesco LLC (Illinois)
Illinois
$663K -$91.4K -1,177 -11%
KSWWM
1723
Keyes Stange & Wooten Wealth Management
Florida
$660K -$6.84K -88 -0.9%
ACP
1724
Aviance Capital Partners
Florida
$659K -$60.6K -780 -8%
WP
1725
WealthPLAN Partners
Nebraska
$659K -$133K -1,706 -16%
67 68
69
70 71