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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CV
2001
Counterweight Ventures
North Carolina
$304K – – –
CRWM
2002
Castle Rock Wealth Management
California
$303K -$292K -4,986 -53%
MA
2003
MJP Associates
Connecticut
$302K +$276K +4,718 New
SPWG
2004
Syntegra Private Wealth Group
Missouri
$301K -$44.5K -760 -14%
TCOO
2005
Trust Company of Oklahoma
Oklahoma
$301K +$276K +4,705 New
HS
2006
Horan Securities
United States
$300K +$1.41K +24 +0.5%
PSFG
2007
Prairie Sky Financial Group
Illinois
$300K +$2.34K +40 +0.9%
BFO
2008
Biltmore Family Office
North Carolina
$299K – – –
GWM
2009
GoalFusion Wealth Management
Texas
$298K – – –
WTA
2010
Washington Trust Advisors
Massachusetts
$298K +$44.3K +757 +19%
RL
2011
Rogco LP
Oklahoma
$298K +$13K +222 +5%
PFGIA
2012
Patriot Financial Group Insurance Agency
Massachusetts
$297K +$1.23K +21 +0.5%
ALAM
2013
Asahi Life Asset Management
Japan
$297K – – –
VNA
2014
Valley National Advisers
Pennsylvania
$297K +$97.5K +1,665 +56%
APA
2015
Astoria Portfolio Advisors
New York
$296K +$11.7K +200 +4%
ML
2016
Mayport LLC
Massachusetts
$295K – – –
NCTC
2017
New Covenant Trust Company
Indiana
$294K +$269K +4,598 New
KWMG
2018
King Wealth Management Group
Florida
$292K -$6.5K -111 -2%
CWM
2019
Cahaba Wealth Management
Georgia
$292K +$3.57K +61 +1%
KAM
2020
KEB Asset Management
Illinois
$292K -$21.2K -362 -7%
CIA
2021
Cape Investment Advisory
Georgia
$291K +$879 +15 +0.3%
KHCM
2022
Kirtland Hills Capital Management
Ohio
$291K +$235K +4,014 New
VPA
2023
Vernal Point Advisors
California
$291K +$266K +4,548 New
HKIM
2024
Hayek Kallen Investment Management
Alabama
$290K – – –
AAG
2025
Armstrong Advisory Group
Massachusetts
$289K – – –
79 80
81
82 83