Institutional Owners for NEE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CORDATUS WEALTH MANAGEMENT LLC COM 1201 $2,336,000 36,550 1.69 1.77 1,403 3.99 03-31-2024
HCR WEALTH ADVISORS COM Liquidated $0 0 0.00 0.00 -10,937 -23.05 12-31-2023
GENERAL PARTNER INC CL 1203 $2,332,907 36,503 0.00 0.00 3,033 9.06 03-31-2024
BRISTLECONE ADVISORS LLC COM 1204 $2,324,036 36,364 0.00 0.00 962 2.72 03-31-2024
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