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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2001
Southport Capital Management
Tennessee
$294K -$184K -2,300 -40%
BIA
2002
Benchmark Investment Advisors
Illinois
$294K +$401 +5 +0.1%
ARC
2003
Advisor Resource Council
Texas
$293K -$364K -4,545 -57%
TFM
2004
TFC Financial Management
Massachusetts
$293K -$74.5K -930 -21%
MMHP
2005
Murphy Middleton Hinkle & Parker
Georgia
$293K +$37.2K +464 +15%
TCM
2006
Teza Capital Management
Illinois
$291K -$180K -2,248 -40%
EA
2007
Eudaimonia Advisors
Tennessee
$291K +$2.88K +36 +1%
GWA
2008
GGM Wealth Advisors
Maryland
$291K +$285K +3,560 New
GAB
2009
German American Bancorp
Indiana
$290K -$5.93K -74 -2%
B
2010
Barings
North Carolina
$288K -$272K -3,394 -50%
CIP
2011
Convergence Investment Partners
Florida
$288K -$3.37K -42 -1%
WFMPM
2012
Woodley Farra Manion Portfolio Management
Indiana
$288K – – –
KCM
2013
Kathmere Capital Management
Pennsylvania
$288K +$57.5K +717 +27%
TCM
2014
Towercrest Capital Management
Pennsylvania
$287K +$1.28K +16 +0.5%
KWS
2015
Keystone Wealth Services
California
$287K +$1.36K +17 +0.5%
TFA
2016
Triad Financial Advisors
North Carolina
$286K -$49.9K -623 -16%
DWA
2017
Dougherty Wealth Advisers
Minnesota
$286K – – –
C
2018
Certuity
Florida
$286K +$3.29K +41 +1%
ACA
2019
Affinity Capital Advisors
California
$286K +$5.13K +64 +2%
LAM
2020
L2 Asset Management
Massachusetts
$286K +$43.5K +543 +19%
AIM
2021
Avity Investment Management
Connecticut
$285K +$24.4K +304 +10%
FA
2022
Fortis Advisors
Pennsylvania
$284K – – –
AWMG
2023
Alliance Wealth Management Group
New Jersey
$284K +$1.28K +16 +0.5%
AA
2024
Aire Advisors
California
$283K +$62.5K +780 +31%
SAM
2025
Strategy Asset Managers
California
$283K +$268K +3,346 New
79 80
81
82 83