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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
Strategy Asset Managers
California
$283K +$268K +3,346 New
WAG
2027
Winthrop Advisory Group
Massachusetts
$282K -$21.9K -273 -8%
ACM
2028
Allred Capital Management
Texas
$281K +$79.1K +987 +42%
1IA
2029
1834 Investment Advisors
Wisconsin
$280K -$31.1K -388 -11%
HWA
2030
Heritage Wealth Advisors
Virginia
$280K – – –
NF
2031
NTB Financial
Colorado
$280K – – –
PWP
2032
Personal Wealth Partners
Minnesota
$280K – – –
SCA
2033
Sage Capital Advisors
South Dakota
$280K +$8.26K +103 +3%
LCM
2034
Leisure Capital Management
California
$279K +$5.05K +63 +2%
PB
2035
Pinnacle Bancorp
Nebraska
$279K +$11.9K +149 +5%
LWM
2036
Liberty Wealth Management
California
$278K -$7.85K -98 -3%
FA
2037
Faithward Advisors
Pennsylvania
$278K +$2.32K +29 +0.9%
IWP
2038
Insight Wealth Partners
Texas
$277K -$99.1K -1,236 -27%
CWM
2039
Curi Wealth Management
North Carolina
$277K -$2.81K -35 -1%
MIM
2040
MTM Investment Management
South Carolina
$276K – – –
GHA
2041
GW Henssler & Associates
Georgia
$275K -$10.9K -136 -4%
FSC
2042
Full Sail Capital
Oklahoma
$275K – – –
TFA
2043
Trinity Financial Advisors
Ohio
$275K – – –
SAM
2044
Silphium Asset Management
United Kingdom
$274K +$260K +3,240 New
CL
2045
CPWM LLC
Washington
$273K -$63.6K -793 -20%
FOA
2046
Five Oceans Advisors
California
$272K -$7.21K -90 -3%
RIM
2047
Reynolds Investment Management
South Carolina
$272K +$258K +3,214 New
GIM
2048
Goelzer Investment Management
Indiana
$272K +$258K +3,216 New
SFG
2049
SNS Financial Group
Minnesota
$271K -$321 -4 -0.1%
WP
2050
WealthShield Partners
North Carolina
$270K -$153K -1,906 -37%
80 81
82
83 84