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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
2001
Nicholas Hoffman & Company
Georgia
$311K -$21.9K -253 -7%
SFS
2002
Solitude Financial Services
Virginia
$310K -$3.46K -40 -1%
ACA
2003
Affinity Capital Advisors
California
$310K – – –
CWM
2004
Curi Wealth Management
North Carolina
$309K +$778 +9 +0.3%
NF
2005
NTB Financial
Colorado
$309K +$286K +3,308 New
SICM
2006
Sustainable Insight Capital Management
New York
$308K -$1.18M -13,671 -81%
HWA
2007
Heritage Wealth Advisors
Virginia
$308K -$61.7K -714 -18%
IFG
2008
Investors Financial Group
Minnesota
$308K -$1.56K -18 -0.5%
OSNBOA
2009
Old Second National Bank of Aurora
Illinois
$308K – – –
PWP
2010
Personal Wealth Partners
Minnesota
$308K – – –
FOA
2011
Five Oceans Advisors
California
$308K +$86 +1 +0%
PGA
2012
Portland Global Advisors
Maine
$306K -$34.6K -400 -11%
TCWM
2013
Total Clarity Wealth Management
Illinois
$306K +$7.78K +90 +3%
BAS
2014
Brown Advisory Securities
Maryland
$305K – – –
MIM
2015
MTM Investment Management
South Carolina
$305K – – –
SCA
2016
Spearhead Capital Advisors
Florida
$304K -$5.96K -69 -2%
TFA
2017
Trinity Financial Advisors
Ohio
$304K – – –
FA
2018
Faithward Advisors
Pennsylvania
$303K -$212K -2,449 -43%
LCM
2019
Leisure Capital Management
California
$302K -$3.2K -37 -1%
NWA
2020
New World Advisors
Massachusetts
$301K – – –
RTC
2021
Riverview Trust Company
Washington
$301K – – –
NSAM
2022
North Star Asset Management
Wisconsin
$300K -$2.59K -30 -0.9%
SFG
2023
SNS Financial Group
Minnesota
$299K +$3.63K +42 +1%
RAM
2024
Riggs Asset Management
Pennsylvania
$298K -$13.8K -160 -5%
OPA
2025
Old Port Advisors
Maine
$298K +$34.7K +402 +13%
79 80
81
82 83