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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1976
Cape Ann Savings Bank
Massachusetts
$323K – – –
RIA
1977
Regal Investment Advisors
Michigan
$322K +$12.1K +140 +4%
WF
1978
WoodTrust Financial
Wisconsin
$322K +$299K +3,457 New
JHCP
1979
Jackson Hole Capital Partners
Oklahoma
$321K -$50.7K -587 -15%
CIP
1980
Convergence Investment Partners
Florida
$321K -$15.6K -180 -5%
TWM
1981
Tradition Wealth Management
Minnesota
$318K -$33.2K -384 -10%
JSL
1982
JT Stratford LLC
Georgia
$318K +$22.5K +260 +8%
WFMPM
1983
Woodley Farra Manion Portfolio Management
Indiana
$317K +$44.6K +516 +18%
RZH
1984
Relyea Zuckerberg Hanson
Connecticut
$317K +$52.4K +606 +19%
EA
1985
Eudaimonia Advisors
Tennessee
$317K +$293K +3,394 New
PTC
1986
Philadelphia Trust Company
Pennsylvania
$316K – – –
NRI
1987
NFP Retirement Inc
California
$315K -$8.73K -101 -3%
LWM
1988
Liberty Wealth Management
California
$315K -$28.6K -331 -9%
CL
1989
CPWM LLC
Washington
$315K – – –
DWA
1990
Dougherty Wealth Advisers
Minnesota
$315K – – –
PGWM
1991
Parisi Gray Wealth Management
New Jersey
$315K +$12.1K +140 +4%
KWS
1992
Keystone Wealth Services
California
$315K +$291K +3,370 New
GHA
1993
GW Henssler & Associates
Georgia
$315K +$292K +3,379 New
XT
1994
XTX Topco
Cayman Islands
$315K +$292K +3,379 New
CWM
1995
CCG Wealth Management
California
$314K +$259 +3 +0.1%
TCM
1996
Towercrest Capital Management
Pennsylvania
$314K +$2.68K +31 +0.9%
FA
1997
Fortis Advisors
Pennsylvania
$313K +$4.32K +50 +2%
C
1998
Certuity
Florida
$312K -$90K -1,041 -24%
AMC
1999
Asset Management Corp
Illinois
$312K +$432 +5 +0.1%
AWMG
2000
Alliance Wealth Management Group
New Jersey
$312K +$1.12K +13 +0.4%
78 79
80
81 82