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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1901
Saturna Capital
Washington
$373K – – –
TF
1902
Tompkins Financial
New York
$373K – – –
TFA
1903
Triad Financial Advisors
North Carolina
$373K +$346K +3,999 New
MFG
1904
Monte Financial Group
Connecticut
$373K +$346K +4,000 New
SL
1905
Summitry LLC
California
$373K +$346K +4,000 New
OAJ
1906
Ogorek Anthony Joseph
New York
$372K +$259 +3 +0.1%
HBWM
1907
Hollow Brook Wealth Management
New York
$371K +$344K +3,975 New
CAN
1908
Claraphi Advisory Network
United States
$369K -$605 -7 -0.2%
AFG
1909
Allegheny Financial Group
Pennsylvania
$369K +$24.5K +284 +8%
KCFA
1910
Key Client Fiduciary Advisors
New Jersey
$369K +$342K +3,957 New
MS
1911
Marshall & Sullivan
Washington
$367K – – –
GC
1912
Garde Capital
Washington
$365K -$8.64K -100 -2%
SAM
1913
SignalPoint Asset Management
Missouri
$364K -$4.67K -54 -1%
WA
1914
Wealth Architects
California
$364K +$39.6K +458 +13%
JCM
1915
J2 Capital Management
Michigan
$364K +$337K +3,900 New
CCP
1916
Cassia Capital Partners
North Carolina
$364K +$337K +3,902 New
OL
1917
Optas LLC
Texas
$363K +$1.81K +21 +0.5%
CA
1918
Crewe Advisors
Utah
$362K +$25.9K +300 +8%
WA1
1919
Wimmer Associates 1
California
$360K -$15.1K -175 -4%
HCA
1920
Horan Capital Advisors
Ohio
$360K – – –
HCA
1921
Heck Capital Advisors
Wisconsin
$359K -$24.1K -279 -7%
MCM
1922
Marathon Capital Management
Maryland
$359K -$34.6K -400 -9%
EI
1923
Ethic Inc
New York
$359K +$8.21K +95 +3%
S
1924
Surevest
California
$357K – – –
GB
1925
Goepper Burkhardt
South Carolina
$357K +$26.3K +304 +9%
75 76
77
78 79