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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2001
Rockbridge Investment Management
New York
$566K -$2.04K -23 -0.4%
CWM
2002
Concentrum Wealth Management
California
$565K +$541K +6,088 New
AWS
2003
Aspen Wealth Strategies
Colorado
$565K +$31.5K +354 +6%
VC
2004
Veracity Capital
Georgia
$565K -$37.3K -419 -6%
WMA
2005
Wealth Management Associates
New Jersey
$564K – – –
IP
2006
Isthmus Partners
Wisconsin
$564K -$45.9K -516 -8%
SWGC
2007
Summit Wealth Group (Colorado)
Colorado
$563K +$199K +2,238 +59%
LGW
2008
Leslie Global Wealth
Illinois
$562K -$14.4K -162 -3%
RFW
2009
Redwood Family Wealth
Texas
$562K +$1.51K +17 +0.3%
SWP
2010
Semus Wealth Partners
Florida
$561K +$8K +90 +2%
HNB
2011
Hilltop National Bank
Wyoming
$560K +$22K +247 +4%
YDMI
2012
Y.D. More Investments
Israel
$560K +$194K +2,185 +57%
NRC
2013
New Republic Capital
North Carolina
$559K -$126K -1,415 -19%
HWP
2014
Hibernia Wealth Partners
Louisiana
$558K -$9.69K -109 -2%
RFS
2015
Richardson Financial Services
Massachusetts
$557K -$223K -2,506 -29%
CAM
2016
Cypress Asset Management
Texas
$557K -$17.8K -200 -3%
PWAM
2017
Papamarkou Wellner Asset Management
New York
$557K +$4.45K +50 +0.8%
S
2018
Sunpointe
Missouri
$557K -$74.6K -839 -12%
VCM
2019
Voleon Capital Management
California
$556K +$14.8K +166 +3%
IIC
2020
Ironwood Investment Counsel
Arizona
$556K -$1.07K -12 -0.2%
CC
2021
Chicago Capital
Illinois
$555K +$75.3K +847 +17%
NRI
2022
NFP Retirement Inc
California
$555K -$9.6K -108 -2%
EW
2023
Evexia Wealth
Wisconsin
$555K +$19.5K +219 +4%
FGAM
2024
Financial Gravity Asset Management
Texas
$554K +$89 +1 +0%
BF
2025
Brogan Financial
Tennessee
$554K +$3.56K +40 +0.7%
79 80
81
82 83