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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2001
Thrive Wealth Management
Pennsylvania
$427K -$3.26K -42 -0.7%
AIM
2002
Athena Investment Management
California
$427K – – –
MCM
2003
MV Capital Management
Maryland
$427K – – –
TCM
2004
Tributary Capital Management
Nebraska
$426K -$24.9K -320 -5%
UOTTAIMCU
2005
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$426K +$461K +5,940 New
ATIA
2006
American Trust Investment Advisors
New Hampshire
$426K – – –
TWM
2007
TriaGen Wealth Management
California
$426K -$28.2K -363 -6%
MCCA
2008
Mill Creek Capital Advisors
Pennsylvania
$424K -$5.59K -72 -1%
IC
2009
Iconiq Capital
California
$424K +$85.1K +1,096 +23%
PW
2010
PUREfi Wealth
Massachusetts
$424K +$460K +5,918 New
BBNA
2011
Bremer Bank National Association
Minnesota
$424K -$153K -1,974 -25%
AO
2012
Advisor OS
Illinois
$424K -$139K -1,792 -23%
HIG
2013
Heritage Investment Group
Florida
$424K +$27.3K +352 +6%
LGG
2014
Luts & Greenleigh Group
Maryland
$423K +$156K +2,010 +52%
RSWA
2015
Robinson Smith Wealth Advisors
Maine
$422K – – –
GAM
2016
Gould Asset Management
California
$422K – – –
PCM
2017
Pointe Capital Management
Michigan
$420K – – –
FA
2018
Fortis Advisors
Pennsylvania
$420K +$74.3K +957 +20%
OWA
2019
Opal Wealth Advisors
New York
$420K -$11K -142 -2%
RCA
2020
Resonant Capital Advisors
Wisconsin
$419K -$3.26K -42 -0.7%
GIA
2021
Guyasuta Investment Advisors
Pennsylvania
$418K -$5.83K -75 -1%
PIAS
2022
PCA Investment Advisory Services
Ohio
$417K +$13.1K +168 +3%
PFA
2023
Plotkin Financial Advisors
Maryland
$416K – – –
BFG
2024
Birch Financial Group
New Hampshire
$416K +$450K +5,799 New
BWM
2025
Baron Wealth Management
Michigan
$414K -$30.6K -394 -6%
79 80
81
82 83