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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1951
Clifford Group
Massachusetts
$603K -$17.2K -190 -3%
LC
1952
Landaas & Company
Wisconsin
$602K – – –
BAM
1953
Broyhill Asset Management
North Carolina
$600K – – –
SDWMA
1954
Schneider Downs Wealth Management Advisors
Pennsylvania
$600K – – –
BHPW
1955
Beverly Hills Private Wealth
California
$599K -$1.36M -15,040 -69%
OWG
1956
Oxford Wealth Group
Florida
$598K +$616K +6,815 New
PPW
1957
Parcion Private Wealth
Washington
$598K +$12.4K +137 +2%
TP
1958
TritonPoint Partners
Maryland
$597K +$413K +4,561 +203%
M
1959
Mirova
France
$597K -$9.14K -101 -1%
YDMI
1960
Y.D. More Investments
Israel
$594K +$66.9K +740 +12%
NFG
1961
Northbridge Financial Group
Florida
$593K +$109K +1,207 +22%
SHFP
1962
Second Half Financial Partners
Florida
$593K +$14.5K +160 +2%
SWA
1963
SFMG Wealth Advisors
Texas
$592K +$82.8K +915 +16%
FSAG
1964
Financial Solutions Advisory Group
Illinois
$591K – – –
CCP
1965
Cushing Capital Partners
Wisconsin
$591K -$13.3K -147 -2%
KFS
1966
Kaizen Financial Strategies
California
$590K -$2.53K -28 -0.4%
DA
1967
Detalus Advisors
Missouri
$590K -$15.4K -170 -2%
FWA
1968
FSM Wealth Advisors
Ohio
$590K +$19.8K +219 +3%
MFG
1969
Magnus Financial Group
New York
$588K -$6.42K -71 -1%
BAM
1970
Bayshore Asset Management
Florida
$588K +$606K +6,694 New
SIC
1971
Samalin Investment Counsel
New York
$586K -$34.1K -377 -5%
TWM
1972
TRB Wealth Management
Texas
$585K -$444K -4,904 -42%
SPWM
1973
Schrum Private Wealth Management
Florida
$584K +$155K +1,718 +28%
CM
1974
Castleark Management
Illinois
$584K – – –
DWMS
1975
Dominguez Wealth Management Solutions
Virginia
$583K -$5.16K -57 -0.9%
77 78
79
80 81