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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1726
BIP Wealth
Georgia
$488K +$487K +6,330 New
FFM
1727
Forum Financial Management
Illinois
$488K +$145K +1,888 +43%
ONST
1728
Old North State Trust
North Carolina
$486K – – –
DCM
1729
Dudley Capital Management
Virginia
$486K -$7.69K -100 -2%
PP
1730
Paloma Partners
Connecticut
$486K +$484K +6,299 New
D
1731
Diversified
Delaware
$485K +$1.54K +20 +0.3%
JGIA
1732
Jackson Grant Investment Advisers
Connecticut
$484K +$6.23K +81 +1%
IFU
1733
iSAM Funds (UK)
United Kingdom
$482K +$49.8K +647 +12%
CG
1734
Clifford Group
Massachusetts
$480K +$17.3K +225 +4%
AIM
1735
AHL Investment Management
Florida
$479K – – –
PBC
1736
Pavion Blue Capital
California
$478K – – –
SIP
1737
Stoneridge Investment Partners
Pennsylvania
$477K +$476K +6,184 New
SHFP
1738
Second Half Financial Partners
Florida
$476K +$50.8K +660 +12%
VWA
1739
Visionary Wealth Advisors
Illinois
$475K +$16.4K +213 +4%
FIBT
1740
First International Bank & Trust
North Dakota
$475K -$20.5K -266 -4%
MWM
1741
Modera Wealth Management
New Jersey
$474K -$10K -130 -2%
PTP
1742
Platform Technology Partners
New York
$474K +$65.1K +846 +16%
CCG
1743
Ceeto Capital Group
Florida
$473K +$165K +2,141 +54%
RC
1744
Resolution Capital
Australia
$473K +$273K +3,545 +137%
MCM
1745
Magnolia Capital Management
New York
$472K – – –
NRI
1746
NFP Retirement Inc
California
$472K -$5.77K -75 -1%
WP
1747
WealthPLAN Partners
Nebraska
$470K -$141K -1,831 -23%
APC
1748
Aspire Private Capital
North Carolina
$470K +$2.54K +33 +0.5%
LMKC
1749
L.M. Kohn & Company
Ohio
$469K +$230K +2,996 +97%
GAM
1750
Gotham Asset Management
New York
$467K -$317K -4,121 -40%
68 69
70
71 72