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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
2001
Old National Bancorp
Indiana
$382K +$382K +5,504 New
IC
2002
Inscription Capital
Texas
$382K -$265K -3,810 -41%
MPM
2003
Meritage Portfolio Management
Kansas
$382K -$3.82K -55 -1%
BWM
2004
BCS Wealth Management
Tennessee
$381K +$31.1K +448 +9%
SWA
2005
SFMG Wealth Advisors
Texas
$381K +$8.75K +126 +2%
WPC
2006
Waters Parkerson & Co
Louisiana
$381K – – –
BFIC
2007
Bedell Frazier Investment Counselling
California
$380K -$5.21K -75 -1%
WFI
2008
West Family Investments
California
$379K +$181K +2,608 +91%
GAM
2009
Gemmer Asset Management
California
$378K -$24.3K -350 -6%
PMG
2010
Private Management Group
California
$378K +$25.2K +363 +7%
CC
2011
Chicago Capital
Illinois
$377K +$4.86K +70 +1%
EIA
2012
Eldridge Investment Advisors
New Hampshire
$377K +$1.04K +15 +0.3%
PFA
2013
Plotkin Financial Advisors
Maryland
$377K -$6.95K -100 -2%
DWM
2014
Drive Wealth Management
Utah
$376K -$1.81K -26 -0.5%
SMH
2015
Sanders Morris Harris
Texas
$376K – – –
OL
2016
OneFund LLC
Florida
$375K -$2.64K -38 -0.7%
HFAS
2017
Hummer Financial Advisory Services
Illinois
$375K – – –
AW
2018
Alteri Wealth
California
$375K -$118K -1,700 -24%
JCM
2019
Jag Capital Management
Missouri
$375K – – –
WP
2020
Waycross Partners
Kentucky
$374K +$375K +5,392 New
RL
2021
Rogco LP
Oklahoma
$374K +$53.5K +770 +17%
NAG
2022
Northstar Advisory Group
New Jersey
$374K – – –
FAB
2023
First American Bank
Illinois
$373K +$7.78K +112 +2%
PFG
2024
Putney Financial Group
California
$373K -$37K -532 -9%
FCFC
2025
First Commonwealth Financial Corp
Pennsylvania
$373K -$278 -4 -0.1%
79 80
81
82 83