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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2001
Garden State Investment Advisory Services
New Jersey
$304K +$692 +9 +0.2%
WP
2002
WealthShield Partners
North Carolina
$304K -$18.6K -242 -6%
CIP
2003
Capital Insight Partners
Arizona
$303K +$56.9K +740 +23%
MS
2004
Marshall & Sullivan
Washington
$303K – – –
TSW
2005
Thompson Siegel & Walmsley
Virginia
$303K – – –
JGUA
2006
John G. Ullman & Associates
New York
$303K +$77 +1 +0%
AFG
2007
Atomi Financial Group
New York
$302K +$302K +3,922 New
CP
2008
Castleview Partners
Texas
$301K +$117K +1,523 +64%
MWA
2009
Meridian Wealth Advisors
Texas
$301K – – –
IF
2010
Insight Folios
North Carolina
$300K -$154 -2 -0.1%
RRCM
2011
Rappaport Reiches Capital Management
Illinois
$300K – – –
SSG
2012
Summit Securities Group
New York
$300K -$354K -4,607 -54%
ACM
2013
AlphaStar Capital Management
North Carolina
$300K +$48.4K +629 +19%
JC
2014
JB Capital
Connecticut
$299K +$1.15K +15 +0.4%
MWM
2015
MBE Wealth Management
Wisconsin
$297K +$4K +52 +1%
LWM
2016
Liberty Wealth Management
California
$297K +$296K +3,849 New
PCM
2017
Pointe Capital Management
Michigan
$297K -$67.8K -881 -19%
GC
2018
Garde Capital
Washington
$296K – – –
TCM
2019
Tandem Capital Management
New Jersey
$295K +$81.8K +1,064 +38%
CF
2020
Corrigan Financial
Rhode Island
$294K +$461 +6 +0.2%
CA
2021
Corrado Advisors
New Jersey
$293K +$3.23K +42 +1%
SICM
2022
Sustainable Insight Capital Management
New York
$293K +$69.2K +900 +31%
BCPWM
2023
Bradley & Co Private Wealth Management
Florida
$292K – – –
GSIS
2024
Global Strategic Investment Solutions
Arizona
$292K +$13.8K +179 +5%
RCA
2025
Resonant Capital Advisors
Wisconsin
$292K -$15K -195 -5%
79 80
81
82 83