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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1976
Swisher Financial Concepts
Ohio
$318K – – –
SI
1977
Seeds Investor
New York
$317K +$31.7K +541 +12%
IP
1978
Investment Partners
Ohio
$317K -$97.1K -1,658 -25%
CPCP
1979
Cedar Point Capital Partners
Iowa
$316K +$290K +4,943 New
CCC
1980
Chelsea Counsel Company
California
$314K -$184K -3,133 -39%
FNBSF
1981
First National Bank Sioux Falls
South Dakota
$314K – – –
CCA
1982
Childress Capital Advisors
Texas
$314K -$26.4K -450 -8%
CTC
1983
Cetera Trust Company
Minnesota
$313K -$11.7K -200 -4%
MIM
1984
Morningstar Investment Management
Illinois
$313K – – –
QPWM
1985
Quadrant Private Wealth Management
Pennsylvania
$312K -$527 -9 -0.2%
AGWCA
1986
Annis Gardner Whiting Capital Advisors
Florida
$312K +$61.2K +1,045 +27%
CC
1987
Chicago Capital
Illinois
$311K -$5.33K -91 -2%
EA
1988
Everpar Advisors
Oklahoma
$310K -$58.6K -1,000 -17%
MCM
1989
Mengis Capital Management
Oregon
$310K +$71.1K +1,214 +33%
VCM
1990
Vivaldi Capital Management
Illinois
$310K -$39.2K -669 -14%
WSWA
1991
Warren Street Wealth Advisors
California
$310K +$16.3K +279 +6%
GSIS
1992
Global Strategic Investment Solutions
Arizona
$309K +$45.6K +779 +19%
RCM
1993
Raleigh Capital Management
North Carolina
$307K +$56.9K +971 +25%
DBG
1994
De Burlo Group
Massachusetts
$307K – – –
SAM
1995
Sawgrass Asset Management
Florida
$307K – – –
AF
1996
Apexium Financial
Texas
$306K -$149K -2,539 -35%
MCA
1997
MSH Capital Advisors
Arizona
$306K +$21.3K +364 +8%
MFT
1998
Moisand Fitzgerald Tamayo
Florida
$305K -$6.39K -109 -2%
CV
1999
Counterweight Ventures
North Carolina
$304K – – –
CRWM
2000
Castle Rock Wealth Management
California
$303K -$292K -4,986 -53%
78 79
80
81 82