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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1976
BOK Financial Private Wealth
Colorado
$200K +$194K +2,593 New
SWP
1977
ShoreHaven Wealth Partners
New Jersey
$199K +$193K +2,580 New
SSC
1978
Syverson Strege & Co
Iowa
$194K +$188K +2,517 New
GWS
1979
Glassman Wealth Services
Virginia
$187K +$37.4K +500 +26%
RA
1980
Reby Advisors
Connecticut
$181K +$175K +2,344 New
GLLW
1981
Graves Light Lenhart Wealth
Virginia
$180K +$174K +2,332 New
CI
1982
Cincinnati Insurance
Ohio
$171K -$278K -3,716 -63%
TVWM
1983
Tower View Wealth Management
Wisconsin
$169K +$158K +2,117 +2,940%
LTI
1984
Laffer Tengler Investments
Tennessee
$167K -$94.6K -1,264 -36%
IUHSA
1985
Itau Unibanco Holding S.A.
Brazil
$167K -$3M -40,160 -95%
AWM
1986
AllSquare Wealth Management
New York
$160K -$2.99K -40 -2%
SC
1987
Sawyer & Company
Massachusetts
$158K -$6.73K -90 -4%
FWM
1988
Filbrandt Wealth Management
Wisconsin
$151K – – –
SCM
1989
Silvant Capital Management
Georgia
$150K – – –
LFG
1990
Larson Financial Group
Missouri
$149K -$224 -3 -0.2%
CWA
1991
Clearview Wealth Advisors
Oregon
$147K +$142K +1,900 New
MA
1992
MCF Advisors
Kentucky
$139K – – –
CCM
1993
Cribstone Capital Management
Maine
$137K -$13.5K -180 -9%
TCM
1994
TD Capital Management
Tennessee
$135K +$150 +2 +0.1%
SFP
1995
Sterling Financial Planning
New Jersey
$130K +$126K +1,680 New
CCA
1996
Childress Capital Advisors
Texas
$128K +$124K +1,659 New
APC
1997
Aspire Private Capital
North Carolina
$127K -$422K -5,638 -77%
FMP
1998
Financial Management Professionals
Texas
$127K – – –
MCM
1999
MV Capital Management
Maryland
$126K +$15K +200 +14%
VCG
2000
Vantage Consulting Group
Virginia
$126K +$122K +1,630 New
78 79
80
81 82