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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2001
Ceeto Capital Group
Florida
$334K – – –
GCP
2002
GSA Capital Partners
United Kingdom
$334K +$323K +4,001 New
LNWTC
2003
Laird Norton Wetherby Trust Company
Washington
$334K +$323K +3,994 New
FWA
2004
FSM Wealth Advisors
Ohio
$334K -$8.89K -110 -3%
RCA
2005
Resonant Capital Advisors
Wisconsin
$333K -$54.3K -672 -14%
LS
2006
Leelyn Smith
Illinois
$332K +$40.1K +497 +14%
PCOC
2007
Power Corp of Canada
Canada
$332K – – –
TC
2008
TAP Consulting
Missouri
$331K +$646 +8 +0.2%
DJSG
2009
D.J. St. Germain
Massachusetts
$330K +$987K +12,217 +34%
SN
2010
Sittner & Nelson
Oregon
$329K -$25.4K -314 -7%
GSIAS
2011
Garden State Investment Advisory Services
New Jersey
$329K +$318K +3,936 New
JGUA
2012
John G. Ullman & Associates
New York
$329K +$6.71K +83 +2%
TSW
2013
Thompson Siegel & Walmsley
Virginia
$329K +$66.2K +820 +26%
MS
2014
Marshall & Sullivan
Washington
$329K – – –
MAM
2015
Meeder Asset Management
Ohio
$328K -$2.24M -27,735 -88%
MWA
2016
Meridian Wealth Advisors
Texas
$326K +$3.07K +38 +1%
IF
2017
Insight Folios
North Carolina
$326K -$6.95K -86 -2%
RRCM
2018
Rappaport Reiches Capital Management
Illinois
$325K – – –
AWA
2019
Aaron Wealth Advisors
Illinois
$325K -$130K -1,605 -29%
SAM
2020
Sandbar Asset Management
United Kingdom
$323K -$1.82M -22,514 -85%
JC
2021
JB Capital
Connecticut
$323K +$969 +12 +0.3%
AC
2022
Apella Capital
Connecticut
$322K +$71.7K +887 +30%
EFM
2023
E Fund Management
China
$322K -$10.7K -132 -3%
GC
2024
Garde Capital
Washington
$321K – – –
ACM
2025
Allred Capital Management
Texas
$319K +$7.51K +93 +2%
79 80
81
82 83