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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
2001
LaFleur & Godfrey
Michigan
$304K -$3.33K -44 -1%
JSAM
2002
J. Safra Asset Management
New York
$304K – – –
1WA
2003
180 Wealth Advisors
Washington
$303K +$1.36K +18 +0.4%
AWM
2004
Accel Wealth Management
Iowa
$303K -$9.39K -124 -3%
SAM
2005
SignalPoint Asset Management
Missouri
$302K -$1.67K -22 -0.5%
UW
2006
Unique Wealth
Florida
$301K +$3.25K +43 +1%
LWP
2007
Lumature Wealth Partners
Georgia
$301K -$76 -1 -0%
PCM
2008
Pointe Capital Management
Michigan
$300K +$15.1K +200 +5%
AI
2009
Accredited Investors
Minnesota
$300K – – –
TC
2010
TAP Consulting
Missouri
$299K +$681 +9 +0.2%
RCA
2011
Resonant Capital Advisors
Wisconsin
$299K +$18.4K +243 +6%
B
2012
Bridgeworth
Alabama
$298K -$11K -145 -3%
CFA
2013
Cahill Financial Advisors
Minnesota
$298K +$1.97K +26 +0.7%
MMHP
2014
Murphy Middleton Hinkle & Parker
Georgia
$297K – – –
LNWTC
2015
Laird Norton Wetherby Trust Company
Washington
$296K – – –
IA
2016
Insight Advisors
Pennsylvania
$296K +$2.57K +34 +0.9%
GC
2017
Gilbert & Cook
Iowa
$296K -$78.8K -1,041 -21%
I
2018
InceptionR
California
$296K +$302K +3,984 New
SN
2019
Sittner & Nelson
Oregon
$295K – – –
KOC
2020
Koss-Olinger Consulting
Florida
$295K – – –
QPWM
2021
Quadrant Private Wealth Management
Pennsylvania
$294K -$2.65K -35 -0.9%
WA1
2022
Wimmer Associates 1
California
$294K +$1.97K +26 +0.7%
BBNB
2023
Baker Boyer National Bank
Washington
$294K +$300K +3,957 New
GA
2024
Geller Advisors
New York
$294K -$57.7K -762 -16%
ACM
2025
AlphaStar Capital Management
North Carolina
$293K +$4.84K +64 +2%
79 80
81
82 83