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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2026
Delta Asset Management
Tennessee
$287K -$1.82K -31 -0.7%
TCM
2027
Traynor Capital Management
Pennsylvania
$287K +$242K +4,138 +1,176%
HFP
2028
Holistic Financial Partners
Indiana
$287K +$12.8K +219 +5%
IFU
2029
iSAM Funds (UK)
United Kingdom
$287K +$263K +4,484 New
FFA
2030
Fi3 Financial Advisors
Indiana
$286K +$239K +4,080 New
SA
2031
Skyline Advisors
Washington
$286K – – –
EBA
2032
Eagle Bay Advisors
New York
$285K +$10.4K +177 +4%
TSS
2033
Thomas Story & Son
Indiana
$285K – – –
WAM
2034
Walker Asset Management
Missouri
$285K +$31K +530 +14%
SDJVC
2035
St. Denis J. Villere & Co
Louisiana
$284K -$87.9K -1,500 -25%
BOM
2036
Bank of Marin
California
$284K – – –
RWP
2037
Revolve Wealth Partners
New Jersey
$283K +$37.5K +640 +17%
WA
2038
Wealth Architects
California
$283K +$21.6K +368 +9%
AFP
2039
Alpha Financial Partners
Kentucky
$283K -$150K -2,554 -37%
JDR
2040
Jay D. Rosenbaum
$281K -$339K -5,792 -57%
FFWM
2041
Future Financial Wealth Management
Ohio
$281K – – –
KSWWM
2042
Keyes Stange & Wooten Wealth Management
Florida
$281K +$1.52K +26 +0.6%
TWM
2043
TriaGen Wealth Management
California
$281K – – –
BFA
2044
Buttonwood Financial Advisors
Maryland
$281K -$1.17K -20 -0.5%
BWM
2045
Blossom Wealth Management
California
$280K +$49.5K +845 +24%
CCG
2046
Cloverfields Capital Group
Minnesota
$279K – – –
AWM
2047
Austin Wealth Management
Texas
$279K +$1.76K +30 +0.8%
FPWM
2048
FSB Premier Wealth Management
Iowa
$279K -$34.4K -588 -12%
PB
2049
Pinnacle Bancorp
Nebraska
$279K – – –
PMSA
2050
Patrick M. Sweeney & Associates
Illinois
$278K +$12.3K +210 +5%
80 81
82
83 84