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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1901
Annis Gardner Whiting Capital Advisors
Florida
$637K +$24.7K +273 +4%
AOWM
1902
Alpha Omega Wealth Management
Virginia
$636K -$905 -10 -0.1%
GDCM
1903
Galaxy Digital Capital Management
New York
$636K +$655K +7,242 New
OC
1904
Opinicus Capital
Florida
$635K -$83.1K -919 -11%
SIG
1905
Sargent Investment Group
Maryland
$634K +$2.08K +23 +0.3%
CFM
1906
Cornerstone Financial Management
Massachusetts
$631K +$479K +5,298 +280%
AFW
1907
Avantra Family Wealth
Pennsylvania
$630K – – –
PWP
1908
Phillips Wealth Planners
Mississippi
$629K +$14.1K +156 +2%
OWP
1909
ORG Wealth Partners
Texas
$629K -$23.5K -260 -4%
SPA
1910
Sentinel Pension Advisors
Massachusetts
$627K +$13K +144 +2%
NCTC
1911
New Covenant Trust Company
Indiana
$625K +$63K +697 +11%
TBFA
1912
Three Bearings Fiduciary Advisors
New Hampshire
$624K – – –
GCWM
1913
Graham Capital Wealth Management
District of Columbia
$623K – – –
SLT
1914
St Louis Trust
Missouri
$623K – – –
SPF
1915
South Plains Financial
Texas
$622K -$9.86K -109 -2%
PIA
1916
Powell Investment Advisors
Florida
$621K – – –
CCG
1917
Coastwise Capital Group
California
$619K +$20.7K +229 +3%
BFG
1918
Bouchey Financial Group
New York
$619K +$3.26K +36 +0.5%
WFAG
1919
Worth Financial Advisory Group
North Carolina
$618K +$637K +7,046 New
RZH
1920
Relyea Zuckerberg Hanson
Connecticut
$617K -$91.6K -1,013 -13%
HWA
1921
Heartwood Wealth Advisors
Virginia
$616K – – –
FAL
1922
Focused Alpha LLC
Colorado
$616K +$61.6K +681 +11%
PIA
1923
Perennial Investment Advisors
California
$616K +$136K +1,507 +27%
ACM
1924
Academy Capital Management
Texas
$616K – – –
KWM
1925
Kingsman Wealth Management
Florida
$614K +$633K +7,000 New
75 76
77
78 79