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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
2001
Reliant Investment Partners
North Carolina
$560K – – –
HNB
2002
Hilltop National Bank
Wyoming
$559K +$30.3K +335 +6%
WP
2003
Wealthspan Partners
Iowa
$558K -$30.3K -335 -5%
SWGC
2004
Summit Wealth Group (Colorado)
Colorado
$558K +$26.8K +296 +5%
IIL
2005
Income Insurance Ltd
$558K +$18.1K +200 +3%
SBF
2006
Sara-Bay Financial
Florida
$557K +$58.2K +643 +11%
RL
2007
Rogco LP
Oklahoma
$557K – – –
PWAM
2008
Papamarkou Wellner Asset Management
New York
$557K – – –
GAB
2009
German American Bancorp
Indiana
$557K – – –
MWA
2010
MFA Wealth Advisors
Pennsylvania
$555K +$18.6K +206 +3%
AFM
2011
Armstrong Fleming & Moore
District of Columbia
$553K +$1.08K +12 +0.2%
UBV
2012
United Bank (Virginia)
Virginia
$553K -$30.9K -342 -5%
RC
2013
RBO & Co
California
$553K -$81.4K -900 -13%
HWM
2014
Horizon Wealth Management
Illinois
$551K +$4.7K +52 +0.8%
ML
2015
McAdam LLC
Pennsylvania
$550K +$5.16K +57 +0.9%
GD
2016
Grandfield & Dodd
New York
$550K – – –
GWM
2017
GSB Wealth Management
Connecticut
$549K +$253K +2,800 +81%
OL
2018
Odyssean LLC
Connecticut
$549K +$565K +6,251 New
CPC
2019
Consolidated Planning Corp
Georgia
$546K +$62.5K +691 +12%
MSWM
2020
Master's Wealth Management
Pennsylvania
$545K +$8.23K +91 +1%
AWS
2021
Aspen Wealth Strategies
Colorado
$543K +$9.41K +104 +2%
MG
2022
McHugh Group
Ohio
$542K – – –
SWM
2023
Salvus Wealth Management
New Jersey
$542K +$559K +6,180 New
MAM
2024
Meeder Asset Management
Ohio
$542K +$112K +1,240 +25%
FPWM
2025
FSB Premier Wealth Management
Iowa
$542K +$232K +2,569 +71%
79 80
81
82 83