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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2026
Tandem Wealth Advisors
Arizona
$292K – – –
WFI
2027
West Family Investments
California
$289K -$53.7K -698 -16%
CWM
2028
Centric Wealth Management
Illinois
$289K – – –
OPCM
2029
Osborne Partners Capital Management
California
$289K +$13.8K +179 +5%
NF
2030
Norwood Financial
Pennsylvania
$288K – – –
CWM
2031
Concentric Wealth Management
California
$287K -$1.92K -25 -0.7%
BAM
2032
Blueshift Asset Management
New Jersey
$286K +$286K +3,715 New
ACP
2033
Aveo Capital Partners
Colorado
$286K +$25.3K +329 +10%
SOS
2034
Silver Oak Securities
Tennessee
$286K +$285K +3,704 New
CA
2035
Calton & Associates
Florida
$286K -$477K -6,198 -63%
CII
2036
Capital International Inc
California
$286K +$7K +91 +3%
DFCM
2037
Dark Forest Capital Management
Puerto Rico
$285K +$269K +3,503 +1,787%
EFM
2038
E Fund Management
China
$285K -$11.2K -145 -4%
NRC
2039
New Republic Capital
North Carolina
$285K +$13.5K +175 +5%
SRC
2040
Shufro Rose & Co
New York
$285K -$45.5K -592 -14%
KTC
2041
Kistler-Tiffany Companies
Pennsylvania
$284K -$1.77K -23 -0.6%
SIS
2042
Strategic Investment Solutions
Illinois
$283K +$1.54K +20 +0.5%
MCM
2043
Mengis Capital Management
Oregon
$282K -$7.69K -100 -3%
OBWP
2044
O'Brien Wealth Partners
Massachusetts
$278K -$7.61K -99 -3%
MCM
2045
Marathon Capital Management
Maryland
$277K – – –
PGWM
2046
Parisi Gray Wealth Management
New Jersey
$277K -$1.54K -20 -0.6%
GF
2047
Gries Financial
Ohio
$277K -$56.4K -733 -17%
EAM
2048
Eventide Asset Management
Massachusetts
$277K +$107K +1,387 +63%
JWA
2049
JFS Wealth Advisors
Pennsylvania
$277K -$16.1K -209 -6%
NFC
2050
Northeast Financial Consultants
Connecticut
$277K +$1K +13 +0.4%
80 81
82
83 84