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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
CCG Wealth Management
California
$207K -$12.2K -163 -5%
WCM
1977
WealthBridge Capital Management
Ohio
$207K +$212K +2,827 New
ACA
1978
Anchor Capital Advisors
Massachusetts
$205K – – –
BI
1979
Ballast Inc
Kentucky
$205K – – –
CSPIA
1980
Cary Street Partners Investment Advisory
Virginia
$205K +$826 +11 +0.4%
HCM
1981
Howland Capital Management
Massachusetts
$203K +$208K +2,776 New
F
1982
F3Logic
Minnesota
$202K -$322K -4,287 -61%
IGGA
1983
Iron Gate Global Advisors
Utah
$202K -$1.43K -19 -0.7%
IA
1984
IFG Advisors
Missouri
$202K – – –
MA
1985
MJP Associates
Connecticut
$202K +$5.1K +68 +3%
ADL
1986
Asset Dedication LLC
California
$202K +$174K +2,314 +592%
VSI
1987
Verde Servicos Internacionais
Brazil
$202K +$206K +2,750 New
SEP
1988
Southland Equity Partners
Missouri
$202K +$207K +2,756 New
BRC
1989
BHF RG Capital
Arizona
$200K +$1.05K +14 +0.5%
SMA
1990
Sage Mountain Advisors
Georgia
$200K +$205K +2,728 New
RCG
1991
Rock Creek Group
District of Columbia
$197K -$47.9K -638 -19%
SNT
1992
Security National Trust
West Virginia
$197K +$32.1K +428 +19%
IFA
1993
Interactive Financial Advisors
Illinois
$194K – – –
GCM
1994
Gables Capital Management
Florida
$191K -$26.7K -356 -12%
TC
1995
Trust Company
Kansas
$188K – – –
BCPWM
1996
Bradley & Co Private Wealth Management
Florida
$175K – – –
GLLW
1997
Graves Light Lenhart Wealth
Virginia
$175K – – –
GWS
1998
Glassman Wealth Services
Virginia
$167K -$4.28K -57 -2%
VC
1999
Vestor Capital
Illinois
$163K -$28.5K -380 -15%
SC
2000
Sierra Capital
Florida
$155K -$20.6K -275 -11%
78 79
80
81 82