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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
2026
Prairie Sky Financial Group
Illinois
$335K +$2.27K +32 +0.7%
HS
2027
Horan Securities
United States
$333K +$213 +3 +0.1%
VNA
2028
Valley National Advisers
Pennsylvania
$332K +$2.7K +38 +0.8%
AT
2029
Arlington Trust
Alabama
$332K +$174K +2,457 +110%
WA
2030
Wealth Architects
California
$331K +$17.4K +245 +6%
LFG
2031
Lockerman Financial Group
California
$330K +$94.5K +1,332 +40%
GAM
2032
Griffin Asset Management
New York
$330K +$11.5K +162 +4%
GWM
2033
GoalFusion Wealth Management
Texas
$330K – – –
NCTC
2034
New Covenant Trust Company
Indiana
$330K -$1.28K -18 -0.4%
EFM
2035
E Fund Management
China
$329K +$330K +4,653 New
CWM
2036
Cahaba Wealth Management
Georgia
$329K +$5.39K +76 +2%
NPA
2037
Nichols & Pratt Advisers
Massachusetts
$327K -$56.8K -800 -15%
CCG
2038
Cloverfields Capital Group
Minnesota
$327K +$17.7K +250 +6%
ML
2039
Mayport LLC
Massachusetts
$327K – – –
MWA
2040
Meridian Wealth Advisors
Texas
$326K +$59.4K +837 +22%
RL
2041
Rogco LP
Oklahoma
$326K -$4.12K -58 -1%
CIA
2042
Cape Investment Advisory
Georgia
$324K +$1.42K +20 +0.4%
DAM
2043
Delta Asset Management
Tennessee
$324K +$5.89K +83 +2%
KAM
2044
KEB Asset Management
Illinois
$323K – – –
GAB
2045
German American Bancorp
Indiana
$323K +$28.2K +398 +10%
CCAL
2046
City Center Advisors LLC
Michigan
$323K – – –
KWMG
2047
King Wealth Management Group
Florida
$323K – – –
VPA
2048
Vernal Point Advisors
California
$322K – – –
HKIM
2049
Hayek Kallen Investment Management
Alabama
$321K – – –
PFGIA
2050
Patriot Financial Group Insurance Agency
Massachusetts
$321K -$8.51K -120 -3%
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