Institutional Owners for NEE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SHEETS SMITH WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 306 | 6.97 | 12-31-2023 |
| DELTA ASSET MANAGEMENT LLC/TN | COM | 2702 | $268,747 | 4,691 | 0.00 | 0.00 | 15 | 0.32 | 09-30-2023 |
| CONNOLLY SARAH T | Com | 2703 | $283,960 | 4,675 | 0.03 | 0.00 | -39,860 | -89.50 | 12-31-2023 |
| GOALFUSION WEALTH MANAGEMENT LLC | COM | 2704 | $297,821 | 4,660 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
