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NEXTERA ENERGY INC
NEXTERA ENERGY INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 72 Institutional holders with a total value of $191,133,896.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 189,642 19,435,000 10.17%
2 ARGENT CAPITAL MANAGEMENT LLC 122,345 12,538,000 6.56%
3 J.P. Morgan Private Wealth Advisors LLC 122,277 12,531,000 6.56%
4 Bollard Group LLC 112,459 11,525,000 6.03%
5 Avalon Investment & Advisory 102,154 10,469,000 5.48%
6 MEYER HANDELMAN CO 95,500 9,787,000 5.12%
7 KCM INVESTMENT ADVISORS LLC 90,272 9,251,000 4.84%
8 FORBES J M & CO LLP 83,515 8,558,000 4.48%
9 PATTEN & PATTEN INC/TN 68,793 7,050,000 3.69%
10 ABNER HERRMAN & BROCK LLC 60,869 6,238,000 3.26%
11 World Asset Management Inc 58,681 6,013,000 3.15%
12 Veritable, L.P. 45,298 4,642,000 2.43%
13 NORTH AMERICAN MANAGEMENT CORP 42,259 4,331,000 2.27%
14 AMERICAN NATIONAL INSURANCE CO 41,816 4,285,000 2.24%
15 SCHMIDT P J INVESTMENT MANAGEMENT INC 40,015 4,101,000 2.15%
16 M. Kraus & Co 36,523 3,743,000 1.96%
17 Strategic Financial Services, Inc. 33,328 3,415,000 1.79%
18 Azimuth Capital Management LLC 30,952 3,172,000 1.66%
19 Barrington Strategic Wealth Management Group LLC 28,892 2,961,000 1.55%
20 PARSONS CAPITAL MANAGEMENT INC/RI 27,879 2,857,000 1.49%
21 ASPIRIANT HOLDINGS S3, LLC 27,269 2,795,000 1.46%
22 Narwhal Capital Management 26,975 2,764,000 1.45%
23 Ameritas Investment Partners, Inc. 25,017 2,564,000 1.34%
24 Birch Hill Investment Advisors LLC 23,044 2,361,000 1.24%
25 Kimelman & Baird, LLC 20,900 2,142,000 1.12%
26 Princeton Portfolio Strategies Group LLC 19,974 2,047,000 1.07%
27 BRIDGES INVESTMENT COUNSEL INC/ 19,338 1,982,000 1.04%
28 Carnegie Investment Counsel 18,825 1,929,000 1.01%
29 EADS & HEALD WEALTH MANAGEMENT 14,981 1,535,000 0.80%
30 CROFT-LEOMINSTER INC 14,049 1,440,000 0.75%
31 Violich Capital Management, Inc. 13,848 1,419,000 0.74%
32 BRR OpCo, LLC 13,492 1,383,000 0.72%
33 Hamilton Point Investment Advisors, LLC 12,415 1,272,000 0.67%
34 LYNCH & ASSOCIATES/IN 11,154 1,143,000 0.60%
35 WILKINS INVESTMENT COUNSEL INC 10,070 1,032,000 0.54%
36 American National Registered Investment Advisor, Inc. 8,925 915,000 0.48%
37 1834 INVESTMENT ADVISORS CO 7,960 816,000 0.43%
38 TAURUS ASSET MANAGEMENT, LLC 7,846 804,000 0.42%
39 ROANOKE ASSET MANAGEMENT CORP/ NY 7,829 802,000 0.42%
40 RONALD BLUE & CO LLC 7,787 798,000 0.42%
41 SCHNIEDERS CAPITAL MANAGEMENT LLC 7,481 767,000 0.40%
42 Opus Capital Group, LLC 6,814 698,000 0.37%
43 LEAVELL INVESTMENT MANAGEMENT, INC. 6,730 690,000 0.36%
44 BURNHAM ASSET MANAGEMENT CORP /NY/ 6,495 666,000 0.35%
45 Colonial Trust Advisors 6,021 617,000 0.32%
46 CG Asset Management LLC 6,000 615,000 0.32%
47 Regent Investment Management LLC 5,931 608,000 0.32%
48 Clarkston Capital Partners, LLC 5,200 532,896 0.28%
49 Laird Norton Wetherby Wealth Management, LLC 4,803 493,000 0.26%
50 Broderick Brian C 4,440 455,000 0.24%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.