Institutional Owners for NEE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CHAPIN DAVIS INC | COM | 2801 | $255,897 | 4,213 | 0.00 | 0.00 | 6 | 0.14 | 12-31-2023 |
| GRIES FINANCIAL LLC | COM | 2802 | $268,742 | 4,205 | 0.00 | 0.00 | 826 | 24.45 | 03-31-2024 |
| TANDEM WEALTH ADVISORS LLC | Stock | 2803 | $268,678 | 4,204 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LEGACY ADVISORS LLC | COM | 2804 | $268,358 | 4,199 | 0.00 | 0.00 | -67 | -1.57 | 03-31-2024 |
