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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
2001
DiPaolo Financial Group
Florida
$570K – – –
TCWM
2002
Total Clarity Wealth Management
Illinois
$569K +$587K +6,485 New
PPC
2003
Park Place Capital
Alabama
$568K -$838K -9,269 -59%
MCM
2004
Maple Capital Management
Vermont
$568K -$20.1K -222 -3%
ACM
2005
Argyle Capital Management
Pennsylvania
$568K – – –
HWMG
2006
Hurlow Wealth Management Group
Indiana
$567K +$4.16K +46 +0.7%
AT
2007
Adelphi Trust
Florida
$565K +$15.7K +174 +3%
MW
2008
Marble Wealth
Alabama
$564K -$543 -6 -0.1%
BONH
2009
Bank of New Hampshire
New Hampshire
$563K -$6.33K -70 -1%
A
2010
Argentarii
Ohio
$562K -$39.1K -432 -6%
MWM
2011
MOR Wealth Management
Pennsylvania
$562K +$579K +6,404 New
NSAM
2012
North Star Asset Management
Wisconsin
$562K -$995 -11 -0.2%
DWM
2013
Drive Wealth Management
Utah
$561K +$41.9K +463 +8%
RIP
2014
Reliant Investment Partners
North Carolina
$560K – – –
HNB
2015
Hilltop National Bank
Wyoming
$559K +$30.3K +335 +6%
WP
2016
Wealthspan Partners
Iowa
$558K -$30.3K -335 -5%
SWGC
2017
Summit Wealth Group (Colorado)
Colorado
$558K +$26.8K +296 +5%
IIL
2018
Income Insurance Ltd
$558K +$18.1K +200 +3%
SBF
2019
Sara-Bay Financial
Florida
$557K +$58.2K +643 +11%
RL
2020
Rogco LP
Oklahoma
$557K – – –
PWAM
2021
Papamarkou Wellner Asset Management
New York
$557K – – –
GAB
2022
German American Bancorp
Indiana
$557K – – –
MWA
2023
MFA Wealth Advisors
Pennsylvania
$555K +$18.6K +206 +3%
AFM
2024
Armstrong Fleming & Moore
District of Columbia
$553K +$1.08K +12 +0.2%
UBV
2025
United Bank (Virginia)
Virginia
$553K -$30.9K -342 -5%
79 80
81
82 83