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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
AllSquare Wealth Management
New York
$153K +$1.58K +21 +1%
MSE
2002
MUFG Securities EMEA
United Kingdom
$151K -$8.7M -115,940 -98%
SC
2003
Sawyer & Company
Massachusetts
$150K – – –
BC
2004
Burleson & Co
California
$150K +$750 +10 +0.5%
OAJ
2005
Ogorek Anthony Joseph
New York
$150K +$104K +1,391 +209%
AIC
2006
Ayalon Insurance Company
Israel
$147K -$848K -11,300 -85%
JWA
2007
JFS Wealth Advisors
Pennsylvania
$146K -$150K -2,004 -50%
JFA
2008
JNBA Financial Advisors
Minnesota
$145K – – –
NIM
2009
NuWave Investment Management
New Jersey
$144K -$207K -2,758 -58%
SCM
2010
Silvant Capital Management
Georgia
$142K – – –
CWA
2011
Clearview Wealth Advisors
Oregon
$138K -$1.35K -18 -0.9%
FWM
2012
FFT Wealth Management
Pennsylvania
$130K +$133K +1,778 New
WWMSC
2013
Wagner Wealth Management (South Carolina)
South Carolina
$128K -$9.53K -127 -7%
TCM
2014
TD Capital Management
Tennessee
$128K – – –
SFP
2015
Sterling Financial Planning
New Jersey
$123K – – –
LFG
2016
Larson Financial Group
Missouri
$121K -$5.03K -67 -4%
FWM
2017
Filbrandt Wealth Management
Wisconsin
$121K -$75 -1 -0.1%
GFPC
2018
Global Financial Private Client
Florida
$119K +$64.6K +861 +116%
FMP
2019
Financial Management Professionals
Texas
$118K +$9.61K +128 +9%
NFSG
2020
Newbridge Financial Services Group
Florida
$115K +$35.5K +473 +43%
Q
2021
QVR
California
$115K +$69.8K +930 +146%
WBC
2022
West Branch Capital
Massachusetts
$114K +$116K +1,552 New
SC
2023
Solstein Capital
California
$113K +$19.9K +265 +21%
CAGAS
2024
Capital Advisory Group Advisory Services
Minnesota
$111K -$770K -10,262 -87%
FFA
2025
Freedman Financial Associates
Massachusetts
$110K – – –
79 80
81
82 83