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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
Saxony Capital Management
Missouri
$365K -$28K -395 -7%
GIA
1977
Guyasuta Investment Advisors
Pennsylvania
$364K – – –
GF
1978
Gries Financial
Ohio
$364K +$66.1K +931 +22%
RIM
1979
Rockbridge Investment Management
New York
$364K +$5.11K +72 +1%
PFA
1980
Pathway Financial Advisors
Vermont
$363K – – –
CAM
1981
Covenant Asset Management
New Jersey
$361K -$32.9K -464 -8%
RCM
1982
Raleigh Capital Management
North Carolina
$361K +$20.7K +292 +6%
PTC
1983
Philadelphia Trust Company
Pennsylvania
$361K -$1.42K -20 -0.4%
TWA
1984
TCI Wealth Advisors
Arizona
$360K -$4.97K -70 -1%
PMG
1985
Private Management Group
California
$359K +$126K +1,779 +54%
BWM
1986
BCS Wealth Management
Tennessee
$359K – – –
AGC
1987
Aspen Grove Capital
Colorado
$358K +$2.84K +40 +0.8%
LP
1988
LGL Partners
Pennsylvania
$356K +$213 +3 +0.1%
TCM
1989
Towercrest Capital Management
Pennsylvania
$356K +$69.9K +985 +24%
PWMA
1990
Pension & Wealth Management Advisors
Massachusetts
$356K – – –
WSWA
1991
Warren Street Wealth Advisors
California
$355K +$11.7K +165 +3%
WTB
1992
Washington Trust Bank
Washington
$354K -$19.5K -275 -5%
MCM
1993
Magnolia Capital Management
New York
$354K – – –
RWP
1994
Ridgecrest Wealth Partners
California
$354K – – –
CPCP
1995
Cedar Point Capital Partners
Iowa
$353K +$3.41K +48 +1%
CA
1996
Crewe Advisors
Utah
$353K -$19.2K -270 -5%
DIA
1997
Dean Investment Associates
Ohio
$353K – – –
IP
1998
Investment Partners
Ohio
$352K +$1.06K +15 +0.3%
LF
1999
LifePlan Financial
Minnesota
$352K -$4.04K -57 -1%
FAB
2000
First American Bank
Illinois
$352K -$9.51K -134 -3%
78 79
80
81 82