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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2001
Seelaus Asset Management
New Jersey
$244K – – –
SIC
2002
Sigma Investment Counselors
Michigan
$244K +$65.4K +944 +29%
PCOC
2003
Power Corp of Canada
Canada
$244K – – –
CFG
2004
Carr Financial Group
Massachusetts
$243K +$49.8K +719 +21%
ACM
2005
Antonetti Capital Management
Florida
$243K -$145K -2,100 -33%
WSWA
2006
Warren Street Wealth Advisors
California
$242K +$293K +4,226 New
EF
2007
Exeter Financial
Arizona
$242K – – –
CD
2008
Chapin Davis
Maryland
$241K – – –
TWA
2009
Tandem Wealth Advisors
Arizona
$241K – – –
OSNBOA
2010
Old Second National Bank of Aurora
Illinois
$240K -$52.3K -755 -15%
AWP
2011
Atlas Wealth Partners
Pennsylvania
$239K +$15.6K +225 +6%
LFP
2012
Lakeshore Financial Planning
Michigan
$239K +$289K +4,168 New
LGG
2013
Luts & Greenleigh Group
Maryland
$238K -$14.2K -205 -5%
FA
2014
Financial Advantage
Maryland
$236K – – –
WP
2015
WealthShield Partners
North Carolina
$236K +$13.4K +193 +5%
1WA
2016
180 Wealth Advisors
Washington
$236K +$2.7K +39 +1%
WA1
2017
Wimmer Associates 1
California
$236K +$10.5K +151 +4%
LG
2018
LaFleur & Godfrey
Michigan
$235K – – –
JSAM
2019
J. Safra Asset Management
New York
$235K – – –
KOC
2020
Koss-Olinger Consulting
Florida
$234K +$7.68K +111 +3%
SAM
2021
SignalPoint Asset Management
Missouri
$234K +$623 +9 +0.2%
WCWM
2022
Willow Creek Wealth Management
California
$233K -$15.5K -224 -5%
PTC
2023
Philadelphia Trust Company
Pennsylvania
$233K +$86.5K +1,250 +44%
WIA
2024
World Investment Advisors
California
$232K +$281K +4,054 New
AI
2025
Accredited Investors
Minnesota
$232K +$69 +1 +0%
79 80
81
82 83