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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1976
Deseret Mutual Benefit Administrators
Utah
$305K -$79.7K -939 -19%
RWA
1977
RGT Wealth Advisors
Texas
$305K -$74.7K -881 -18%
PWM
1978
PBMares Wealth Management
Virginia
$305K +$7.21K +85 +2%
MI
1979
Moneywise Inc
Virginia
$304K – – –
MWA
1980
Meridian Wealth Advisors
Texas
$303K – – –
JC
1981
JB Capital
Connecticut
$302K -$864K -10,186 -73%
JGUA
1982
John G. Ullman & Associates
New York
$302K – – –
MWM
1983
MBE Wealth Management
Wisconsin
$301K -$49K -578 -13%
GC
1984
Garde Capital
Washington
$301K -$5.85K -69 -2%
CA
1985
Corrado Advisors
New Jersey
$301K +$23.9K +282 +8%
HBWM
1986
Hollow Brook Wealth Management
New York
$300K +$17.1K +201 +6%
BMCM
1987
Bryn Mawr Capital Management
Pennsylvania
$299K -$32K -377 -9%
CF
1988
Corrigan Financial
Rhode Island
$299K +$69.9K +824 +28%
S
1989
Surevest
California
$297K -$2.71K -32 -0.8%
BCPWM
1990
Bradley & Co Private Wealth Management
Florida
$297K – – –
TSWM
1991
Tyler-Stone Wealth Management
Ohio
$296K -$174K -2,048 -35%
WA
1992
Wealth Architects
California
$296K +$20.9K +246 +7%
WA1
1993
Wimmer Associates 1
California
$295K -$11.9K -140 -4%
KCFA
1994
Key Client Fiduciary Advisors
New Jersey
$295K -$10.3K -121 -3%
NF
1995
Norwood Financial
Pennsylvania
$293K – – –
SAM
1996
Sycomore Asset Management
France
$293K +$119K +1,400 +63%
FPCP
1997
Fort Point Capital Partners
California
$292K +$6.28K +74 +2%
ACM
1998
Allred Capital Management
Texas
$292K +$70.2K +828 +29%
CFA
1999
Cahill Financial Advisors
Minnesota
$291K +$4.5K +53 +1%
KTC
2000
Kistler-Tiffany Companies
Pennsylvania
$290K +$339 +4 +0.1%
78 79
80
81 82