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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2001
WealthTrust Asset Management
Florida
$203K +$209K +2,591 New
MPW
2002
Monterey Private Wealth
California
$202K +$205K +2,547 New
PMG
2003
Private Management Group
California
$202K +$207K +2,568 New
CII
2004
Capital International Inc
California
$201K -$28.2K -350 -12%
HCMG
2005
Howard Capital Management Group
California
$201K +$206K +2,554 New
SNT
2006
Security National Trust
West Virginia
$197K – – –
TC
2007
Trust Company
Kansas
$193K -$8.06K -100 -4%
GLLW
2008
Graves Light Lenhart Wealth
Virginia
$188K – – –
WOSD
2009
WFA of San Diego
California
$181K +$185K +2,300 New
LTI
2010
Laffer Tengler Investments
Tennessee
$173K +$177K +2,200 New
LPIC
2011
LeJeune Puetz Investment Counsel
Michigan
$165K +$169K +2,099 New
BC
2012
Burleson & Co
California
$160K -$565 -7 -0.3%
SC
2013
Sawyer & Company
Massachusetts
$160K – – –
MIFH
2014
Migdal Insurance & Financial Holdings
Israel
$159K -$554K -6,875 -77%
SC
2015
Sierra Capital
Florida
$159K -$7.98K -99 -5%
AWM
2016
AllSquare Wealth Management
New York
$157K -$7.26K -90 -4%
SCM
2017
Silvant Capital Management
Georgia
$153K – – –
GFPC
2018
Global Financial Private Client
Florida
$152K +$25.6K +318 +20%
PA
2019
PSI Advisors
Florida
$151K +$156K +1,929 New
WWMSC
2020
Wagner Wealth Management (South Carolina)
South Carolina
$150K +$645 +8 +0.5%
CWA
2021
Clearview Wealth Advisors
Oregon
$148K +$81 +1 +0.1%
SC
2022
Solstein Capital
California
$142K +$21.5K +266 +17%
TWA
2023
TCI Wealth Advisors
Arizona
$142K +$31.8K +394 +28%
CH
2024
Canton Hathaway
Rhode Island
$138K +$68K +843 +92%
TCM
2025
TD Capital Management
Tennessee
$137K – – –
79 80
81
82 83