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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
2026
Canton Hathaway
Rhode Island
$138K +$68K +843 +92%
TCM
2027
TD Capital Management
Tennessee
$137K – – –
FMP
2028
Financial Management Professionals
Texas
$137K +$10.5K +130 +8%
KIG
2029
Kowal Investment Group
Wisconsin
$132K +$136K +1,681 New
MS
2030
Mizuho Securities
Japan
$130K -$477K -5,909 -78%
FWM
2031
Filbrandt Wealth Management
Wisconsin
$130K – – –
LFG
2032
Larson Financial Group
Missouri
$130K – – –
EWA
2033
Evolution Wealth Advisors
Florida
$123K +$43.4K +538 +52%
NFSG
2034
Newbridge Financial Services Group
Florida
$122K -$1.21K -15 -1%
WBC
2035
West Branch Capital
Massachusetts
$122K – – –
FFA
2036
Freedman Financial Associates
Massachusetts
$118K – – –
SWM
2037
Sugarloaf Wealth Management
Georgia
$118K +$11.5K +142 +10%
RCG
2038
Rock Creek Group
District of Columbia
$117K -$96.9K -1,201 -45%
AA
2039
Addison Advisors
Vermont
$117K – – –
FP
2040
Financial Perspectives
Minnesota
$114K – – –
JWBC
2041
John W. Brooker & Co
California
$114K – – –
HWA
2042
HHM Wealth Advisors
Tennessee
$113K +$6.78K +84 +6%
SFP
2043
Sterling Financial Planning
New Jersey
$112K -$20.5K -254 -15%
TFGT
2044
TS Financial Group (TSFG)
Illinois
$110K +$403 +5 +0.4%
BIMC
2045
Benson Investment Management Company
Virginia
$109K – – –
APWA
2046
Atlas Private Wealth Advisors
New Jersey
$106K – – –
PO
2047
Private Ocean
California
$105K -$177K -2,197 -62%
SC
2048
Steph & Co
Wisconsin
$104K – – –
PCTC
2049
Perkins Coie Trust Company
Washington
$103K – – –
SAS
2050
Stelac Advisory Services
New York
$102K -$235K -2,910 -69%
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82
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