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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2026
Wedgewood Investors
Pennsylvania
$553K – – –
QC
2027
Quent Capital
New York
$553K -$11.6K -131 -2%
MCM
2028
Morton Capital Management
California
$552K +$529K +5,946 New
SHA
2029
Seneca House Advisors
Virginia
$552K -$2.32M -26,087 -81%
BWM
2030
BankPlus Wealth Management
Mississippi
$551K -$190K -2,136 -26%
IWA
2031
Invera Wealth Advisors
Oregon
$551K +$89.6K +1,008 +20%
DWM
2032
Drive Wealth Management
Utah
$551K +$17.8K +200 +3%
GAA
2033
Global Assets Advisory
Florida
$551K +$21.8K +245 +4%
MCCA
2034
Mill Creek Capital Advisors
Pennsylvania
$550K +$12K +135 +2%
JFGLC
2035
Johnson Financial Group LLC (Colorado)
Colorado
$550K +$526K +5,917 New
NCM
2036
Neumann Capital Management
California
$549K – – –
OWA
2037
ORBA Wealth Advisors
Illinois
$549K – – –
TC
2038
TownSquare Capital
Utah
$549K +$22K +247 +4%
RSWA
2039
Robinson Smith Wealth Advisors
Maine
$547K – – –
CSC
2040
Caldwell Sutter Capital
California
$547K -$13.1K -147 -2%
SWM
2041
SHP Wealth Management
Massachusetts
$546K +$65.1K +732 +14%
PWMA
2042
Pension & Wealth Management Advisors
Massachusetts
$545K -$19.5K -219 -4%
VAM
2043
Verity Asset Management
North Carolina
$544K +$49.8K +560 +11%
EFG
2044
Embree Financial Group
Illinois
$543K +$110K +1,234 +27%
SWA
2045
SFMG Wealth Advisors
Texas
$542K +$9.07K +102 +2%
CH
2046
Cromwell Holdings
Wyoming
$541K +$86.9K +978 +20%
GAM
2047
Gemmer Asset Management
California
$541K +$15.9K +179 +3%
FA
2048
Fortis Advisors
Pennsylvania
$540K – – –
GIA
2049
Guyasuta Investment Advisors
Pennsylvania
$538K +$24.4K +275 +5%
CPA
2050
Cardiff Park Advisors
California
$537K -$4.89K -55 -0.9%
80 81
82
83 84