Institutional Owners for NEE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RFG ADVISORY LLC | COM | 1001 | $3,507,926 | 54,889 | 0.00 | 0.00 | 28,020 | 104.28 | 03-31-2024 |
| HIGHLAND CAPITAL MANAGEMENT LLC | COM | 1002 | $4,585,000 | 54,846 | 0.32 | 54,846 | +Inf | 12-31-2022 | |
| WEST OAK CAPITAL LLC | COM | 1003 | $4,047,462 | 54,548 | 0.00 | 0.00 | -675 | -1.22 | 06-30-2023 |
| COMMUNITY BANK NA | COMMON STOCK | 1004 | $3,476,338 | 54,403 | 0.00 | 0.00 | 2,045 | 3.91 | 03-31-2024 |
