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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1976
One Charles Private Wealth Services
Massachusetts
$214K -$128K -1,584 -37%
LBA
1977
Lowell Blake & Associates
Massachusetts
$213K -$22.2K -275 -9%
CSPIA
1978
Cary Street Partners Investment Advisory
Virginia
$212K -$7.5K -93 -3%
IGGA
1979
Iron Gate Global Advisors
Utah
$212K -$4.19K -52 -2%
CFA
1980
Capstone Financial Advisors
Illinois
$212K +$218K +2,697 New
IA
1981
Inspire Advisors
Idaho
$212K +$218K +2,698 New
RWG
1982
Ratio Wealth Group
Colorado
$210K +$215K +2,672 New
AWP
1983
Abacus Wealth Partners
California
$210K +$215K +2,671 New
IFA
1984
Interactive Financial Advisors
Illinois
$208K – – –
OC
1985
Oarsman Capital
Wisconsin
$208K +$214K +2,654 New
CF
1986
Corrigan Financial
Rhode Island
$207K +$212K +2,634 New
SIM
1987
Sadoff Investment Management
Wisconsin
$206K -$96.8K -1,200 -31%
DJYG
1988
David J. Yvars Group
Florida
$206K +$210K +2,600 New
AI
1989
Accredited Investors
Minnesota
$206K +$211K +2,622 New
SL
1990
Salomon & Ludwin
Virginia
$206K +$212K +2,624 New
B
1991
Barings
North Carolina
$205K -$429K -5,319 -67%
GWS
1992
Glassman Wealth Services
Virginia
$205K +$27.2K +337 +15%
TFCP
1993
Twin Focus Capital Partners
Massachusetts
$205K +$211K +2,613 New
SWP
1994
ShoreHaven Wealth Partners
New Jersey
$205K +$211K +2,618 New
CWP
1995
CFM Wealth Partners
Texas
$205K +$211K +2,620 New
FCFC
1996
First Citizens Financial Corp
Iowa
$204K -$111K -1,372 -35%
HCM
1997
Huber Capital Management
California
$204K -$40.3K -500 -16%
GCM
1998
Gables Capital Management
Florida
$204K – – –
LA
1999
Latitude Advisors
Florida
$204K +$210K +2,601 New
SIG
2000
Sky Investment Group
Connecticut
$204K +$210K +2,602 New
78 79
80
81 82