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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1826
Quadrant Private Wealth Management
Pennsylvania
$445K +$430K +5,325 New
AIM
1827
Athena Investment Management
California
$444K +$35.4K +438 +9%
PPW
1828
Presilium Private Wealth
Pennsylvania
$444K +$429K +5,306 New
PTP
1829
Platform Technology Partners
New York
$443K +$18.9K +234 +5%
LIA
1830
LBMC Investment Advisors
Tennessee
$443K +$81 +1 +0%
ML
1831
Mayport LLC
Massachusetts
$442K – – –
ISWM
1832
Independent Solutions Wealth Management
New York
$442K -$4.52K -56 -1%
JSW
1833
Journey Strategic Wealth
New Jersey
$442K +$29.6K +367 +7%
AFAS
1834
Acorn Financial Advisory Services
Virginia
$441K +$2.42K +30 +0.6%
FSG
1835
Financial Strategies Group
Michigan
$441K +$727 +9 +0.2%
KC
1836
Kepos Capital
New York
$441K -$60.8K -752 -12%
EIA
1837
Eldridge Investment Advisors
New Hampshire
$440K +$727 +9 +0.2%
BWM
1838
BerganKDV Wealth Management
Minnesota
$438K +$1.05K +13 +0.2%
CGA
1839
Crescent Grove Advisors
Illinois
$437K +$14.2K +176 +3%
AC
1840
ASB Consultores
Florida
$435K +$24.9K +308 +6%
LCOV
1841
London Company of Virginia
Virginia
$435K – – –
PP
1842
Peconic Partners
New York
$435K – – –
PFA
1843
Plotkin Financial Advisors
Maryland
$435K – – –
SAM
1844
Synergy Asset Management
Washington
$435K – – –
FCA
1845
Fortis Capital Advisors
Kansas
$434K +$419K +5,189 New
SPWG
1846
Syntegra Private Wealth Group
Missouri
$432K +$418K +5,169 New
BFG
1847
Bouchey Financial Group
New York
$430K – – –
NJBEST
1848
New Jersey Better Educational Savings Trust
New Jersey
$429K – – –
PFA
1849
Pathway Financial Advisors
Vermont
$428K – – –
AFT
1850
Alpha Family Trust
California
$428K +$414K +5,120 New
72 73
74
75 76