Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COZAD ASSET MANAGEMENT INC | 02-05-2024 | 12-31-2023 | 383 | 867,204,889 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NextEra Energy | COM | 201 | $986,478 | 16,241 | 0.00 | 0.00 | -1,768 | -9.82 | 12-31-2023 |
| VanEck Morningstar Wide Moat - ETF | COM | 202 | $985,256 | 11,609 | 0.00 | 0.00 | 4,305 | 58.94 | 12-31-2023 |
| Black Hills Corp. | COM | 203 | $981,836 | 18,199 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Charter Communications, Inc. | COM | 204 | $979,474 | 2,520 | 0.00 | 0.00 | 1,965 | 354.05 | 12-31-2023 |
