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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1876
Charles Schwab Trust
Nevada
$366K -$99.1K -1,691 -23%
BFIC
1877
Bedell Frazier Investment Counselling
California
$365K +$2.05K +35 +0.6%
GIA
1878
Guyasuta Investment Advisors
Pennsylvania
$364K – – –
NL
1879
NWAM LLC
Washington
$364K -$211K -3,606 -41%
SFG
1880
Synergy Financial Group
California
$364K +$703 +12 +0.2%
USB
1881
Union Savings Bank
Connecticut
$363K -$996 -17 -0.3%
FDDB
1882
Fidelity D&D Bancorp
Pennsylvania
$362K -$38.5K -657 -10%
NPFS
1883
Novak & Powell Financial Services
Florida
$362K – – –
THWM
1884
Taylor Hoffman Wealth Management
Virginia
$362K -$9.84K -168 -3%
TDWM
1885
Topel & Distasi Wealth Management
California
$361K – – –
OFS
1886
OneAscent Financial Services
Alabama
$360K -$7.21K -123 -2%
BF
1887
Brogan Financial
Tennessee
$360K +$330K +5,630 New
PIAS
1888
PCA Investment Advisory Services
Ohio
$359K +$1.17K +20 +0.4%
WAM
1889
WNY Asset Management
New York
$356K +$1.11K +19 +0.3%
TWM
1890
TMD Wealth Management
Arizona
$356K +$996 +17 +0.3%
CAM
1891
Covenant Asset Management
New Jersey
$356K -$531K -9,071 -62%
SSWM
1892
Strait & Sound Wealth Management
California
$356K +$59 +1 +0%
ARG
1893
Advisory Resource Group
Oklahoma
$355K +$325K +5,553 New
SCM
1894
Saxony Capital Management
Missouri
$355K +$3.28K +56 +1%
AG
1895
AlTi Global
New York
$354K -$705K -12,029 -68%
PHIC
1896
Pine Haven Investment Counsel
Massachusetts
$354K – – –
SAM
1897
Strategy Asset Managers
California
$352K +$57.1K +975 +21%
MCA
1898
Magnolia Capital Advisors
Mississippi
$352K +$321K +5,471 New
AA
1899
Alta Advisers
United Kingdom
$352K +$23.4K +400 +8%
BI
1900
Ballast Inc
Kentucky
$350K – – –
74 75
76
77 78