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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1926
Ceeto Capital Group
Florida
$310K – – –
CWM
1927
Concentric Wealth Management
California
$310K – – –
MFG
1928
Monte Financial Group
Connecticut
$310K – – –
SC
1929
Saturna Capital
Washington
$310K – – –
SAM
1930
Sompo Asset Management
Japan
$309K +$21.3K +280 +8%
RZH
1931
Relyea Zuckerberg Hanson
Connecticut
$309K +$23.4K +307 +8%
GIM
1932
Goelzer Investment Management
Indiana
$309K +$58.8K +772 +24%
CAN
1933
Claraphi Advisory Network
United States
$308K +$15.8K +208 +6%
SMA
1934
Sage Mountain Advisors
Georgia
$307K -$18.7K -245 -6%
TC
1935
TAP Consulting
Missouri
$307K -$4.26K -56 -1%
WA1
1936
Wimmer Associates 1
California
$305K +$381 +5 +0.1%
BMC
1937
Beaton Management Company
Massachusetts
$304K -$1.33M -17,472 -82%
MS
1938
Marshall & Sullivan
Washington
$304K – – –
GC
1939
Garde Capital
Washington
$303K – – –
SAM
1940
SignalPoint Asset Management
Missouri
$303K +$533 +7 +0.2%
FIA
1941
Foundations Investment Advisors
Arizona
$303K +$3.2K +42 +1%
AO
1942
Advisor OS
Illinois
$303K +$110K +1,441 +58%
RRCM
1943
Rappaport Reiches Capital Management
Illinois
$303K +$57K +749 +24%
EFM
1944
E Fund Management
China
$302K +$5.56K +73 +2%
KCFA
1945
Key Client Fiduciary Advisors
New Jersey
$301K -$533 -7 -0.2%
MI
1946
Moneywise Inc
Virginia
$301K – – –
MWA
1947
Meridian Wealth Advisors
Texas
$299K -$2.89K -38 -1%
JGUA
1948
John G. Ullman & Associates
New York
$298K -$60.9K -800 -17%
S
1949
Surevest
California
$296K – – –
AWA
1950
Aaron Wealth Advisors
Illinois
$296K +$91.1K +1,196 +45%
76 77
78
79 80