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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
1976
Howard Capital Management Group
California
$345K – – –
AIP
1977
ARS Investment Partners
New York
$345K – – –
AFG
1978
AFS Financial Group
Maryland
$344K +$332K +4,114 New
CCM
1979
Condor Capital Management
New Jersey
$343K +$7.59K +94 +2%
LG
1980
LaFleur & Godfrey
Michigan
$343K – – –
NPA
1981
Nichols & Pratt Advisers
Massachusetts
$343K -$24.7K -306 -7%
SAG
1982
SageView Advisory Group
California
$342K +$331K +4,094 New
JSAM
1983
J. Safra Asset Management
New York
$342K +$170K +2,099 +105%
SAM
1984
SignalPoint Asset Management
Missouri
$341K +$485 +6 +0.1%
AAM
1985
Aureus Asset Management
Massachusetts
$341K +$60.5K +749 +23%
PCI
1986
Planning Center Inc
Illinois
$341K +$329K +4,076 New
HCA
1987
Horan Capital Advisors
Ohio
$340K – – –
CRG
1988
Cornerstone Retirement Group
Nevada
$339K +$328K +4,059 New
AI
1989
Accredited Investors
Minnesota
$339K -$34.7K -429 -10%
ML
1990
McAdam LLC
Pennsylvania
$339K +$20.8K +258 +8%
LWP
1991
Lumature Wealth Partners
Georgia
$338K -$8.56K -106 -3%
CB
1992
Centennial Bank
Arkansas
$338K +$327K +4,044 New
CFO
1993
Callan Family Office
Pennsylvania
$338K +$327K +4,043 New
MMHP
1994
Murphy Middleton Hinkle & Parker
Georgia
$337K -$3.39K -42 -1%
UW
1995
Unique Wealth
Florida
$337K +$325K +4,028 New
IA
1996
Insight Advisors
Pennsylvania
$336K -$1.13K -14 -0.3%
VC
1997
Vicus Capital
Pennsylvania
$335K -$73.4K -908 -18%
MFG
1998
Monte Financial Group
Connecticut
$334K – – –
SC
1999
Saturna Capital
Washington
$334K – – –
FAG
2000
Fortitude Advisory Group
Washington
$334K +$1.86K +23 +0.6%
78 79
80
81 82