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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
Marathon Capital Management
Maryland
$279K +$274K +3,600 New
WAM
1977
WNY Asset Management
New York
$278K -$4.57K -60 -2%
WCWM
1978
Willow Creek Wealth Management
California
$277K – – –
WAM
1979
Worth Asset Management
Texas
$276K -$20.9K -274 -7%
OSNBOA
1980
Old Second National Bank of Aurora
Illinois
$276K -$18.6K -244 -6%
CA
1981
Corrado Advisors
New Jersey
$276K -$4.26K -56 -2%
WA
1982
Wealth Architects
California
$274K -$25.6K -336 -9%
HIC
1983
Harvey Investment Company
Kentucky
$274K – – –
MWM
1984
Merriman Wealth Management
Washington
$273K +$36.8K +484 +16%
MF
1985
Magnetar Financial
Illinois
$273K +$268K +3,518 New
IFS
1986
Ifrah Financial Services
Arkansas
$271K -$38.1K -500 -13%
OPA
1987
Old Port Advisors
Maine
$270K -$6.09K -80 -2%
RIA
1988
Regal Investment Advisors
Michigan
$268K +$33.4K +439 +15%
LAM
1989
L2 Asset Management
Massachusetts
$267K +$5.41K +71 +2%
KCM
1990
Kathmere Capital Management
Pennsylvania
$266K +$2.59K +34 +1%
JCM
1991
Jag Capital Management
Missouri
$266K +$262K +3,436 New
PWP
1992
Perfromance Wealth Partners
Illinois
$265K +$47.2K +620 +22%
TCM
1993
Towercrest Capital Management
Pennsylvania
$264K +$1.37K +18 +0.5%
KWS
1994
Keystone Wealth Services
California
$264K +$1.52K +20 +0.6%
HCA
1995
Heck Capital Advisors
Wisconsin
$263K -$31.4K -412 -11%
CIP
1996
Convergence Investment Partners
Florida
$263K -$305 -4 -0.1%
MIM
1997
MTM Investment Management
South Carolina
$263K – – –
WFMPM
1998
Woodley Farra Manion Portfolio Management
Indiana
$263K – – –
JHCP
1999
Jackson Hole Capital Partners
Oklahoma
$262K -$20.9K -275 -8%
DWA
2000
Dougherty Wealth Advisers
Minnesota
$262K – – –
78 79
80
81 82