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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2301
Osterweis Capital Management
California
$148K +$83.3K +1,031 +140%
FCG
2302
Financial Connections Group
California
$144K +$13.5K +167 +11%
MCI
2303
MRP Capital Investments
Georgia
$143K +$139K +1,715 New
TIM
2304
Tortoise Investment Management
New York
$142K -$2.18K -27 -2%
PO
2305
Private Ocean
California
$142K +$2.67K +33 +2%
AAMA
2306
Advanced Asset Management Advisors
Ohio
$138K +$133K +1,651 New
AG
2307
AIA Group
Hong Kong
$136K -$410K -5,078 -76%
AA
2308
Addison Advisors
Vermont
$128K -$69.3K -858 -36%
HWA
2309
HHM Wealth Advisors
Tennessee
$128K -$11.8K -146 -9%
HGERS
2310
Householder Group Estate & Retirement Specialist
Arizona
$127K -$14.9K -185 -11%
RG
2311
Richelieu Gestion
France
$127K – – –
BHWM
2312
Beaird Harris Wealth Management
Texas
$126K +$20K +247 +20%
CWM
2313
Compass Wealth Management
Connecticut
$123K +$119K +1,470 New
WPWM
2314
Western Pacific Wealth Management
Illinois
$123K +$40.3K +499 +52%
FP
2315
Financial Perspectives
Minnesota
$122K – – –
AWM
2316
AllSquare Wealth Management
New York
$122K – – –
SWM
2317
Sanctuary Wealth Management
Idaho
$121K +$117K +1,448 New
AI
2318
AXS Investments
New York
$117K +$113K +1,397 New
RFG
2319
RFP Financial Group
Georgia
$116K +$112K +1,391 New
CCA
2320
Column Capital Advisors
Indiana
$116K +$68.2K +844 +157%
HWMA
2321
Heritage Wealth Management (Arizona)
Arizona
$114K +$64.1K +794 +138%
AIM
2322
Arcadia Investment Management
Michigan
$113K +$16.6K +205 +18%
MS
2323
Madden Securities
Texas
$113K +$109K +1,350 New
SC
2324
Steph & Co
Wisconsin
$111K – – –
WOSD
2325
WFA of San Diego
California
$109K +$105K +1,300 New
91 92
93
94 95