Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Bruce & Co., Inc. | 42 | 42 | 2.93% | 6.98% | 10.36% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 37 | 37 | 0.17% | 0.23% | 0.34% | Q2 2013 | Q2 2022 | 37 |
American Research & Management Co. | 20 | 6 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q4 2019 | 26 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.18% | 1.08% | Q1 2009 | Q3 2023 | 25 |
M&R CAPITAL MANAGEMENT INC | 12 | 12 | 0.19% | 0.28% | 0.42% | Q2 2013 | Q1 2016 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 11 | 4.01% | 5.45% | 6.62% | Q2 2013 | Q4 2015 | 11 |
FRONTIER INVESTMENT MGMT CO | 9 | 9 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q4 2019 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 9 |
WENDELL DAVID ASSOCIATES INC | 8 | 8 | 0.68% | 0.74% | 0.78% | Q2 2013 | Q1 2015 | 8 |
D'Orazio & Associates, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q1 2015 | 6 |
IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Friedberg Investment Management | 5 | 5 | 1.12% | 1.17% | 1.21% | Q2 2013 | Q2 2014 | 5 |
Paragon Capital Management LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.07% | 0.10% | 0.12% | Q4 2009 | Q1 2010 | 2 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 2 |
Glenview Trust Co | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2008 | Q4 2009 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
MARSHWINDS ADVISORY CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2009 | Q1 2009 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own Nextera Energy or have owned Nextera Energy in the past.