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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
THCM
2001
Taylor Hoffman Capital Management
Virginia
$395K – – –
IAG
2002
Ipsen Advisor Group
Arkansas
$395K +$2.05K +29 +0.5%
SSWM
2003
Strait & Sound Wealth Management
California
$394K +$71 +1 +0%
USB
2004
Union Savings Bank
Connecticut
$394K – – –
BFIC
2005
Bedell Frazier Investment Counselling
California
$394K -$5.29K -75 -1%
MPM
2006
Meritage Portfolio Management
Kansas
$394K +$14.1K +200 +4%
AFPL
2007
Advus Financial Partners, LLC
Florida
$393K -$53.4K -756 -12%
BI
2008
Ballast Inc
Kentucky
$392K +$15.2K +215 +4%
PFA
2009
Plotkin Financial Advisors
Maryland
$392K -$19.4K -275 -5%
CA
2010
Claro Advisors
Massachusetts
$391K -$36.8K -521 -9%
STA
2011
Smith Thornton Advisors
Alabama
$390K +$10.6K +150 +3%
AP
2012
Advisors Preferred
Maryland
$390K +$388K +5,500 New
WPC
2013
Waters Parkerson & Co
Louisiana
$389K -$3.53K -50 -0.9%
LS
2014
Leelyn Smith
Illinois
$389K +$13.7K +194 +4%
PCFFS
2015
Pacific Center for Financial Services
California
$388K +$988 +14 +0.3%
SCM
2016
Saxony Capital Management
Missouri
$388K +$109K +1,540 +39%
LC
2017
Landaas & Company
Wisconsin
$387K – – –
1WM
2018
1858 Wealth Management
Ohio
$387K -$187K -2,651 -33%
PPW
2019
Parcion Private Wealth
Washington
$386K -$72.3K -1,025 -16%
OL
2020
OneFund LLC
Florida
$386K +$71 +1 +0%
DWM
2021
Drive Wealth Management
Utah
$385K -$41.4K -587 -10%
EIA
2022
Eldridge Investment Advisors
New Hampshire
$384K +$1.06K +15 +0.3%
GF
2023
Gries Financial
Ohio
$384K -$77.2K -1,094 -17%
SMH
2024
Sanders Morris Harris
Texas
$384K – – –
OCBCO
2025
Oversea-Chinese Banking Corp (OCBC)
Singapore
$384K +$159K +2,246 +71%
79 80
81
82 83