Institutional Owners for NEE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PROVENCE WEALTH MANAGEMENT GROUP | COM | 2501 | $356,908 | 5,876 | 0.00 | 5,876 | +Inf | 12-31-2023 | |
| TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.04 | 0.03 | 799 | 15.76 | 03-31-2024 |
| KESSLER INVESTMENT GROUP LLC | COM | 2503 | $374,640 | 5,862 | 0.00 | 0.00 | 2,337 | 66.30 | 03-31-2024 |
| SAMALIN INVESTMENT COUNSEL LLC | COM | 2504 | $374,004 | 5,852 | 0.00 | 0.00 | -1,622 | -21.70 | 03-31-2024 |
