NEE icon

NextEra Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2026
Cribstone Capital Management
Maine
$109K – – –
AA
2027
Addison Advisors
Vermont
$109K +$112K +1,492 New
FP
2028
Financial Perspectives
Minnesota
$107K – – –
JWBC
2029
John W. Brooker & Co
California
$106K – – –
TWA
2030
TCI Wealth Advisors
Arizona
$104K -$5.4K -72 -5%
TFGT
2031
TS Financial Group (TSFG)
Illinois
$102K +$2.4K +32 +2%
BIMC
2032
Benson Investment Management Company
Virginia
$101K – – –
SWM
2033
Sugarloaf Wealth Management
Georgia
$100K +$8.18K +109 +9%
EAM
2034
Eukles Asset Management
Ohio
$100K +$103K +1,368 New
APWA
2035
Atlas Private Wealth Advisors
New Jersey
$99K -$12.5K -166 -11%
HWA
2036
HHM Wealth Advisors
Tennessee
$99K -$2.1K -28 -2%
GAM
2037
GVO Asset Management
Switzerland
$99K – – –
PSIWM
2038
Paradigm Strategies in Wealth Management
Minnesota
$99K +$826 +11 +0.8%
SC
2039
Steph & Co
Wisconsin
$97K – – –
WQ
2040
Wealth Quarterback
New Jersey
$97K +$99K +1,319 New
PCTC
2041
Perkins Coie Trust Company
Washington
$96K – – –
TFO
2042
Tarbox Family Office
California
$94K – – –
MFG
2043
Monumental Financial Group
Maryland
$94K +$96.1K +1,280 New
O
2044
Ossiam
France
$93K -$15.5M -207,176 -99%
SSC
2045
Syverson Strege & Co
Iowa
$90K -$96.7K -1,289 -51%
EBA
2046
Eagle Bay Advisors
New York
$88K +$86.3K +1,150 New
FRA
2047
Front Row Advisors
California
$85K -$13.5K -180 -15%
EARNEST Partners
2048
EARNEST Partners
Georgia
$84K – – –
SJIM
2049
St. Johns Investment Management
Florida
$80K – – –
EIM
2050
Essex Investment Management
Massachusetts
$77K – – –