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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1951
Heck Capital Advisors
Wisconsin
$323K -$2.73K -34 -0.9%
BCB
1952
Brian C. Broderick
$322K – – –
CA
1953
Carson Advisory
Georgia
$322K +$80 +1 +0%
STA
1954
Summit Trail Advisors
New York
$321K -$19K -237 -6%
HHGA
1955
Halbert Hargrove Global Advisors
California
$321K +$10.7K +134 +4%
RCA
1956
Resonant Capital Advisors
Wisconsin
$320K +$299K +3,731 New
CAN
1957
Claraphi Advisory Network
United States
$319K -$14.7K -183 -5%
FAG
1958
Fortitude Advisory Group
Washington
$319K +$5.85K +73 +2%
CI
1959
Carroll Investors
South Carolina
$318K – – –
PFWA
1960
Paces Ferry Wealth Advisors
Georgia
$318K +$4.81K +60 +2%
LA
1961
Latitude Advisors
Florida
$318K +$92.3K +1,152 +44%
CFO
1962
Collective Family Office
Pennsylvania
$317K -$1.2K -15 -0.4%
NF
1963
Norwood Financial
Pennsylvania
$317K – – –
WCM
1964
WealthBridge Capital Management
Ohio
$317K +$160 +2 +0.1%
5L
1965
55I LLC
Massachusetts
$317K +$300K +3,743 New
FPCP
1966
Fort Point Capital Partners
California
$316K -$70.8K -883 -19%
BCPWM
1967
Bradley & Co Private Wealth Management
Florida
$316K – – –
SWM
1968
Stockman Wealth Management
Montana
$314K -$28.9K -360 -9%
SAM
1969
Sompo Asset Management
Japan
$314K +$55.3K +690 +23%
FIA
1970
Foundations Investment Advisors
Arizona
$312K +$42.1K +525 +16%
RB
1971
Renasant Bank
Mississippi
$311K -$165K -2,061 -36%
OFS
1972
OneAscent Financial Services
Alabama
$311K -$481 -6 -0.2%
KTC
1973
Kistler-Tiffany Companies
Pennsylvania
$311K +$401 +5 +0.1%
HC
1974
Henshaw Capital
Massachusetts
$311K – – –
CFA
1975
Cahill Financial Advisors
Minnesota
$310K +$240 +3 +0.1%
77 78
79
80 81