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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
2001
USA Financial Formulas
Michigan
$481K +$496K +5,990 New
RK
2002
Rather & Kittrell
Tennessee
$480K -$179K -2,167 -27%
FGAM
2003
Financial Gravity Asset Management
Texas
$479K -$6.96K -84 -1%
MWA
2004
MFA Wealth Advisors
Pennsylvania
$478K -$93K -1,123 -16%
WI
2005
Wedgewood Investors
Pennsylvania
$478K – – –
SWP
2006
Semus Wealth Partners
Florida
$477K -$4.97K -60 -1%
PWAM
2007
Papamarkou Wellner Asset Management
New York
$477K +$492K +5,946 New
OL
2008
OneFund LLC
Florida
$477K +$29K +350 +6%
FWP
2009
Forefront Wealth Partners
Texas
$476K +$6.96K +84 +1%
SA
2010
Sonoma Allocations
California
$476K -$219K -2,650 -33%
IAMOG
2011
Investors Asset Management of Georgia
Georgia
$476K +$25K +302 +5%
BF
2012
Brogan Financial
Tennessee
$475K +$3.4K +41 +0.7%
EW
2013
Evexia Wealth
Wisconsin
$475K -$38.9K -470 -8%
OWA
2014
ORBA Wealth Advisors
Illinois
$475K -$29.7K -358 -6%
NCM
2015
Neumann Capital Management
California
$475K -$18.4K -222 -4%
RSWA
2016
Robinson Smith Wealth Advisors
Maine
$473K – – –
SL
2017
Summitry LLC
California
$470K -$13.9K -168 -3%
NWA
2018
New World Advisors
Massachusetts
$470K +$21.8K +263 +5%
IAS
2019
Integrity Advisory Solutions
Texas
$469K -$42.9K -518 -8%
CPA
2020
Cardiff Park Advisors
California
$469K -$58K -700 -11%
VCM
2021
Voleon Capital Management
California
$468K -$7.28M -87,867 -94%
WFI
2022
West Family Investments
California
$467K -$141K -1,699 -23%
FA
2023
Fortis Advisors
Pennsylvania
$467K -$49.7K -600 -9%
SAM
2024
Strategy Asset Managers
California
$466K +$52.7K +636 +12%
IC
2025
Inscription Capital
Texas
$465K +$15.1K +182 +3%
79 80
81
82 83