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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2001
Avity Investment Management
Connecticut
$261K – – –
AWMG
2002
Alliance Wealth Management Group
New Jersey
$261K +$1.37K +18 +0.5%
SA
2003
Syntax Advisors
New York
$261K +$22.1K +290 +9%
VCG
2004
Vantage Consulting Group
Virginia
$261K +$22.1K +290 +9%
TFA
2005
Teamwork Financial Advisors
Texas
$260K -$422K -5,544 -62%
PP
2006
Pacifica Partners
Canada
$259K – – –
TFM
2007
TFC Financial Management
Massachusetts
$258K -$9.9K -130 -4%
ACA
2008
Affinity Capital Advisors
California
$257K -$4.87K -64 -2%
TFA
2009
Triad Financial Advisors
North Carolina
$257K -$4.64K -61 -2%
NWA
2010
New World Advisors
Massachusetts
$257K – – –
HI
2011
Hudock Inc
Pennsylvania
$256K -$134K -1,762 -35%
TLP
2012
Trinity Legacy Partners
Texas
$256K -$28.3K -372 -11%
HWA
2013
Heritage Wealth Advisors
Virginia
$256K – – –
NF
2014
NTB Financial
Colorado
$256K – – –
LCM
2015
Leisure Capital Management
California
$255K – – –
TF
2016
Theory Financial
Colorado
$255K +$9.74K +128 +4%
SFG
2017
SNS Financial Group
Minnesota
$253K +$5.56K +73 +2%
AC
2018
AlphaCore Capital
California
$253K +$43.8K +575 +21%
GHA
2019
GW Henssler & Associates
Georgia
$251K – – –
ML
2020
McAdam LLC
Pennsylvania
$250K -$30.8K -404 -11%
GWS
2021
Glassman Wealth Services
Virginia
$250K +$3.2K +42 +1%
FA
2022
Faithward Advisors
Pennsylvania
$249K -$4.26K -56 -2%
RIM
2023
Reynolds Investment Management
South Carolina
$249K +$76 +1 +0%
SCA
2024
Sage Capital Advisors
South Dakota
$248K -$3.81K -50 -2%
FNT
2025
First Nebraska Trust
Nebraska
$247K +$837 +11 +0.3%
79 80
81
82 83