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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2001
Thornburg Investment Management
New Mexico
$177K -$541K -6,928 -75%
GWS
2002
Glassman Wealth Services
Virginia
$176K -$7.34K -94 -4%
SNT
2003
Security National Trust
West Virginia
$172K -$62.4K -800 -26%
MWP
2004
Meridian Wealth Partners
Pennsylvania
$170K -$104K -1,328 -37%
LTI
2005
Laffer Tengler Investments
Tennessee
$166K – – –
AWM
2006
AllSquare Wealth Management
New York
$156K – – –
SC
2007
Sawyer & Company
Massachusetts
$154K – – –
BC
2008
Burleson & Co
California
$154K +$159K +2,038 New
LWP
2009
Lumature Wealth Partners
Georgia
$151K +$156K +1,997 New
JFA
2010
JNBA Financial Advisors
Minnesota
$149K +$69.3K +888 +82%
SCM
2011
Silvant Capital Management
Georgia
$147K – – –
CWA
2012
Clearview Wealth Advisors
Oregon
$144K +$78 +1 +0.1%
WWMSC
2013
Wagner Wealth Management (South Carolina)
South Carolina
$142K +$146K +1,874 New
RWM
2014
RBA Wealth Management
California
$136K +$141K +1,803 New
TCM
2015
TD Capital Management
Tennessee
$132K – – –
LFG
2016
Larson Financial Group
Missouri
$130K -$16.4K -210 -11%
SFP
2017
Sterling Financial Planning
New Jersey
$127K – – –
MCM
2018
MV Capital Management
Maryland
$127K +$3.51K +45 +3%
FWM
2019
Filbrandt Wealth Management
Wisconsin
$125K -$23.7K -304 -16%
APWA
2020
Atlas Private Wealth Advisors
New Jersey
$114K +$13.9K +178 +13%
FFA
2021
Freedman Financial Associates
Massachusetts
$113K – – –
TWA
2022
TCI Wealth Advisors
Arizona
$113K +$17.7K +227 +18%
CCM
2023
Cribstone Capital Management
Maine
$112K -$22.7K -291 -16%
FMP
2024
Financial Management Professionals
Texas
$112K -$13.3K -171 -10%
FP
2025
Financial Perspectives
Minnesota
$110K +$46.5K +596 +69%
79 80
81
82 83