Institutional Owners for NEE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD LLC | COM | 1801 | $915,383 | 14,323 | 0.00 | 0.00 | -983 | -6.42 | 03-31-2024 |
| CASTLE WEALTH MANAGEMENT LLC | COM | 1802 | $912,397 | 14,276 | 0.00 | 0.00 | 2,216 | 18.37 | 03-31-2024 |
| CORNERSTONE WEALTH GROUP LLC | COM | 1803 | $912,049 | 14,271 | 0.00 | 0.00 | 10,791 | 310.09 | 03-31-2024 |
| SEACREST WEALTH MANAGEMENT LLC | COM | 1804 | $909,278 | 14,227 | 0.00 | 0.00 | -2,557 | -15.23 | 03-31-2024 |
