Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 2 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2017 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2018 | 11 |
PLIMOTH TRUST CO LLC | 8 | 8 | 0.10% | 0.11% | 0.11% | Q4 2017 | Q3 2019 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 3 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q2 2016 | 7 |
Crow Point Partners, LLC | 3 | 3 | 0.23% | 0.47% | 0.70% | Q1 2014 | Q3 2015 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Intellectus Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q2 2014 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own NEXTERA ENERGY 5.00% SER J or have owned NEXTERA ENERGY 5.00% SER J in the past.