Dark
Light
System
Security
NEXTERA ENERGY INC
NEXTERA ENERGY INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 70 Institutional holders with a total value of $175,798,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 189,342 17,775,000 10.11%
2 J.P. Morgan Private Wealth Advisors LLC 134,819 12,657,000 7.20%
3 Bollard Group LLC 118,966 11,169,000 6.35%
4 ARGENT CAPITAL MANAGEMENT LLC 118,885 11,161,000 6.35%
5 Avalon Investment & Advisory 101,135 9,495,000 5.40%
6 KCM INVESTMENT ADVISORS LLC 96,554 9,064,000 5.16%
7 MEYER HANDELMAN CO 95,300 8,947,000 5.09%
8 FORBES J M & CO LLP 82,963 7,788,000 4.43%
9 PATTEN & PATTEN INC/TN 68,759 6,455,000 3.67%
10 World Asset Management Inc 62,244 5,844,000 3.32%
11 ABNER HERRMAN & BROCK LLC 60,604 5,690,000 3.24%
12 Veritable, L.P. 46,541 4,369,000 2.49%
13 NORTH AMERICAN MANAGEMENT CORP 44,420 4,170,000 2.37%
14 AMERICAN NATIONAL INSURANCE CO 41,816 3,926,000 2.23%
15 SCHMIDT P J INVESTMENT MANAGEMENT INC 37,510 3,521,000 2.00%
16 M. Kraus & Co 36,688 3,444,000 1.96%
17 Strategic Financial Services, Inc. 33,698 3,164,000 1.80%
18 Azimuth Capital Management LLC 29,177 2,739,000 1.56%
19 Barrington Strategic Wealth Management Group LLC 28,136 2,641,000 1.50%
20 PARSONS CAPITAL MANAGEMENT INC/RI 27,145 2,547,000 1.45%
21 Narwhal Capital Management 26,975 2,532,000 1.44%
22 ASPIRIANT HOLDINGS S3, LLC 26,389 2,477,000 1.41%
23 Ameritas Investment Partners, Inc. 24,309 2,282,000 1.30%
24 Birch Hill Investment Advisors LLC 23,228 2,181,000 1.24%
25 Kimelman & Baird, LLC 20,900 1,962,000 1.12%
26 Princeton Portfolio Strategies Group LLC 19,974 1,875,000 1.07%
27 BRIDGES INVESTMENT COUNSEL INC/ 17,308 1,624,000 0.92%
28 EADS & HEALD WEALTH MANAGEMENT 14,151 1,328,000 0.76%
29 CROFT-LEOMINSTER INC 14,016 1,315,000 0.75%
30 Violich Capital Management, Inc. 13,748 1,291,000 0.73%
31 LYNCH & ASSOCIATES/IN 13,709 1,287,000 0.73%
32 BRR OpCo, LLC 13,027 1,223,000 0.70%
33 Hamilton Point Investment Advisors, LLC 12,660 1,189,000 0.68%
34 WILKINS INVESTMENT COUNSEL INC 9,745 915,000 0.52%
35 RONALD BLUE & CO LLC 9,482 891,000 0.51%
36 Geneva Advisors, LLC 9,125 857,000 0.49%
37 American National Registered Investment Advisor, Inc. 8,925 838,000 0.48%
38 ROANOKE ASSET MANAGEMENT CORP/ NY 7,829 735,000 0.42%
39 1834 INVESTMENT ADVISORS CO 7,770 729,000 0.41%
40 TAURUS ASSET MANAGEMENT, LLC 7,746 727,000 0.41%
41 SCHNIEDERS CAPITAL MANAGEMENT LLC 7,636 717,000 0.41%
42 Opus Capital Group, LLC 6,894 647,000 0.37%
43 LEAVELL INVESTMENT MANAGEMENT, INC. 6,730 632,000 0.36%
44 BURNHAM ASSET MANAGEMENT CORP /NY/ 6,100 573,000 0.33%
45 CG Asset Management LLC 6,000 563,000 0.32%
46 Colonial Trust Advisors 5,971 561,000 0.32%
47 Regent Investment Management LLC 5,231 491,000 0.28%
48 Clarkston Capital Partners, LLC 5,200 488,000 0.28%
49 Laird Norton Wetherby Wealth Management, LLC 4,829 454,000 0.26%
50 BRIDGES INVESTMENT MANAGEMENT INC 4,406 413,000 0.23%
Page 1 of 2

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.