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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1726
FMA Wealth Management
Massachusetts
$684K -$3.43K -44 -0.5%
RZH
1727
Relyea Zuckerberg Hanson
Connecticut
$683K -$40.1K -514 -6%
AIA
1728
Alera Investment Advisors
Illinois
$678K +$33.6K +430 +6%
HWAM
1729
Hennion & Walsh Asset Management
New Jersey
$678K -$447K -5,728 -42%
IIM
1730
InTrack Investment Management
Vermont
$677K +$11.3K +145 +2%
BT
1731
Brandywine Trust
Delaware
$676K – – –
PWM
1732
Partnership Wealth Management
Maryland
$676K – – –
CFA
1733
CWS Financial Advisors
Michigan
$676K +$312 +4 +0.1%
FCCM
1734
First City Capital Management
Georgia
$675K +$1.72K +22 +0.3%
PCH
1735
PGIM Custom Harvest
New Jersey
$675K +$345K +4,424 +124%
PA
1736
Prossimo Advisors
California
$673K -$19.8K -254 -3%
CYG
1737
Clean Yield Group
Vermont
$673K – – –
KFS
1738
Keynote Financial Services
Connecticut
$673K -$46.8K -600 -7%
FMTC
1739
Farmers & Merchants Trust Company
California
$673K -$3.59K -46 -0.6%
ACM
1740
Advance Capital Management
Michigan
$671K +$9.6K +123 +2%
OAM
1741
Oak Asset Management
California
$670K – – –
EFG
1742
Embree Financial Group
Illinois
$670K +$2.5K +32 +0.4%
SFSG
1743
Sound Financial Strategies Group
Mississippi
$668K +$21.8K +279 +4%
BIP
1744
Blueprint Investment Partners
North Carolina
$667K +$42.3K +542 +7%
BBNA
1745
Bremer Bank National Association
Minnesota
$667K -$48.3K -619 -7%
9WM
1746
9258 Wealth Management
Ohio
$665K – – –
PWP
1747
Phillips Wealth Planners
Mississippi
$665K -$120K -1,537 -16%
GPA
1748
Guerra Pan Advisors
New Jersey
$664K – – –
TLA
1749
Tanglewood Legacy Advisors
Texas
$659K – – –
PWS
1750
Peterson Wealth Services
Utah
$658K +$66.4K +851 +12%
68 69
70
71 72