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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
CGN Advisors
Kansas
$203K +$208K +2,579 New
BA
2002
Bridge Advisory
California
$203K +$209K +2,589 New
WAM
2003
WealthTrust Asset Management
Florida
$203K +$209K +2,591 New
MPW
2004
Monterey Private Wealth
California
$202K +$205K +2,547 New
PMG
2005
Private Management Group
California
$202K +$207K +2,568 New
CII
2006
Capital International Inc
California
$201K -$28.2K -350 -12%
HCMG
2007
Howard Capital Management Group
California
$201K +$206K +2,554 New
SNT
2008
Security National Trust
West Virginia
$197K – – –
TC
2009
Trust Company
Kansas
$193K -$8.06K -100 -4%
GLLW
2010
Graves Light Lenhart Wealth
Virginia
$188K – – –
WOSD
2011
WFA of San Diego
California
$181K +$185K +2,300 New
LTI
2012
Laffer Tengler Investments
Tennessee
$173K +$177K +2,200 New
LPIC
2013
LeJeune Puetz Investment Counsel
Michigan
$165K +$169K +2,099 New
BC
2014
Burleson & Co
California
$160K -$565 -7 -0.3%
SC
2015
Sawyer & Company
Massachusetts
$160K – – –
MIFH
2016
Migdal Insurance & Financial Holdings
Israel
$159K -$554K -6,875 -77%
SC
2017
Sierra Capital
Florida
$159K -$7.98K -99 -5%
AWM
2018
AllSquare Wealth Management
New York
$157K -$7.26K -90 -4%
SCM
2019
Silvant Capital Management
Georgia
$153K – – –
GFPC
2020
Global Financial Private Client
Florida
$152K +$25.6K +318 +20%
PA
2021
PSI Advisors
Florida
$151K +$156K +1,929 New
WWMSC
2022
Wagner Wealth Management (South Carolina)
South Carolina
$150K +$645 +8 +0.5%
CWA
2023
Clearview Wealth Advisors
Oregon
$148K +$81 +1 +0.1%
SC
2024
Solstein Capital
California
$142K +$21.5K +266 +17%
TWA
2025
TCI Wealth Advisors
Arizona
$142K +$31.8K +394 +28%
79 80
81
82 83