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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2026
ARS Investment Partners
New York
$397K – – –
MLFP
2027
MPS Loria Financial Planners
Illinois
$397K +$2.41K +33 +0.6%
QPWM
2028
Quadrant Private Wealth Management
Pennsylvania
$395K +$11.8K +162 +3%
FWA
2029
Flagship Wealth Advisors
Massachusetts
$394K +$11.8K +161 +3%
LIA
2030
LBMC Investment Advisors
Tennessee
$394K -$5.92K -81 -2%
CCA
2031
Catalyst Capital Advisors
New York
$394K +$16.6K +227 +5%
SWAG
2032
Spectrum Wealth Advisory Group
California
$393K -$73 -1 -0%
SSWM
2033
Strait & Sound Wealth Management
California
$392K – – –
SAM
2034
Strategy Asset Managers
California
$390K +$16.3K +223 +5%
WSWA
2035
Warren Street Wealth Advisors
California
$390K +$7.09K +97 +2%
TWM
2036
TriaGen Wealth Management
California
$390K -$56.6K -775 -13%
NCTC
2037
New Covenant Trust Company
Indiana
$389K +$22.5K +308 +6%
WN
2038
Williams & Novak
California
$388K +$376K +5,143 New
HFAS
2039
Hummer Financial Advisory Services
Illinois
$387K -$19.7K -270 -5%
HIS
2040
Horizon Investment Services
Indiana
$387K -$137K -1,876 -27%
CCT
2041
Chemung Canal Trust
New York
$387K +$7.75K +106 +2%
DWM
2042
Diversify Wealth Management
Utah
$386K -$3.8K -52 -1%
CTC
2043
Cetera Trust Company
Minnesota
$385K – – –
DRD
2044
Dennis R. Delaney
$384K – – –
NAG
2045
Northstar Advisory Group
New Jersey
$384K -$21.5K -294 -5%
NL
2046
Navalign LLC
California
$384K +$21.6K +296 +6%
WAS
2047
Winch Advisory Services
Wisconsin
$382K -$1.31K -18 -0.4%
TWM
2048
Topsail Wealth Management
North Carolina
$382K +$2.05K +28 +0.6%
WDG
2049
Wealth Dimensions Group
Ohio
$382K +$1.02K +14 +0.3%
GKIM
2050
GW&K Investment Management
Massachusetts
$381K +$11.8K +161 +3%
80 81
82
83 84