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

Institutional Holders (2014Q4)
Portfolio Summary: 74 Institutional holders with a total value of $192,780,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 178,727 18,997,000 9.85%
2 J.P. Morgan Private Wealth Advisors LLC 140,469 14,930,000 7.74%
3 ARGENT CAPITAL MANAGEMENT LLC 137,993 14,667,000 7.61%
4 Bollard Group LLC 126,841 13,482,000 6.99%
5 Avalon Investment & Advisory 103,081 10,956,000 5.68%
6 KCM INVESTMENT ADVISORS LLC 102,574 10,903,000 5.66%
7 MEYER HANDELMAN CO 94,300 10,023,000 5.20%
8 FORBES J M & CO LLP 83,097 8,960,000 4.65%
9 PATTEN & PATTEN INC/TN 69,871 7,427,000 3.85%
10 World Asset Management Inc 51,375 5,460,000 2.83%
11 Veritable, L.P. 44,096 4,687,000 2.43%
12 AMERICAN NATIONAL INSURANCE CO 41,816 4,445,000 2.31%
13 M. Kraus & Co 36,508 3,880,000 2.01%
14 SCHMIDT P J INVESTMENT MANAGEMENT INC 36,463 3,876,000 2.01%
15 Strategic Financial Services, Inc. 33,788 3,591,000 1.86%
16 ABNER HERRMAN & BROCK LLC 33,533 3,564,000 1.85%
17 Azimuth Capital Management LLC 28,877 3,069,000 1.59%
18 Barrington Strategic Wealth Management Group LLC 28,391 3,018,000 1.57%
19 PARSONS CAPITAL MANAGEMENT INC/RI 26,705 2,838,000 1.47%
20 ASPIRIANT HOLDINGS S3, LLC 26,154 2,780,000 1.44%
21 Narwhal Capital Management 24,200 2,572,000 1.33%
22 Kimelman & Baird, LLC 20,900 2,221,000 1.15%
23 Birch Hill Investment Advisors LLC 20,528 2,182,000 1.13%
24 Princeton Portfolio Strategies Group LLC 19,974 2,123,000 1.10%
25 BRIDGES INVESTMENT COUNSEL INC/ 16,747 1,780,000 0.92%
26 Douglass Winthrop Advisors, LLC 14,021 1,490,000 0.77%
27 Violich Capital Management, Inc. 13,680 1,454,000 0.75%
28 CROFT-LEOMINSTER INC 13,396 1,424,000 0.74%
29 EADS & HEALD WEALTH MANAGEMENT 13,287 1,412,000 0.73%
30 Hamilton Point Investment Advisors, LLC 13,148 1,398,000 0.73%
31 BRR OpCo, LLC 12,920 1,373,000 0.71%
32 WILKINS INVESTMENT COUNSEL INC 9,745 1,036,000 0.54%
33 RONALD BLUE & CO LLC 9,664 1,027,000 0.53%
34 Geneva Advisors, LLC 9,053 962,000 0.50%
35 LYNCH & ASSOCIATES/IN 8,942 950,000 0.49%
36 American National Registered Investment Advisor, Inc. 8,884 944,000 0.49%
37 Opus Capital Group, LLC 8,481 901,000 0.47%
38 ROANOKE ASSET MANAGEMENT CORP/ NY 7,829 832,000 0.43%
39 NORTHSTAR INVESTMENT ADVISORS LLC 7,477 795,000 0.41%
40 SCHNIEDERS CAPITAL MANAGEMENT LLC 7,411 788,000 0.41%
41 LEAVELL INVESTMENT MANAGEMENT, INC. 7,185 764,000 0.40%
42 L & S Advisors Inc 7,121 757,000 0.39%
43 1834 INVESTMENT ADVISORS CO 6,700 712,000 0.37%
44 TAURUS ASSET MANAGEMENT, LLC 6,546 696,000 0.36%
45 BURNHAM ASSET MANAGEMENT CORP /NY/ 6,500 691,000 0.36%
46 CG Asset Management LLC 6,000 638,000 0.33%
47 Colonial Trust Advisors 5,721 608,000 0.32%
48 Regent Investment Management LLC 5,231 556,000 0.29%
49 Laird Norton Wetherby Wealth Management, LLC 5,199 553,000 0.29%
50 Clarkston Capital Partners, LLC 5,200 553,000 0.29%
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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.