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

Institutional Holders (2015Q1)
Portfolio Summary: 70 Institutional holders with a total value of $193,731,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 166,077 17,280,000 8.92%
2 ARGENT CAPITAL MANAGEMENT LLC 140,269 14,595,000 7.53%
3 Bollard Group LLC 139,004 14,463,000 7.47%
4 J.P. Morgan Private Wealth Advisors LLC 137,917 14,351,000 7.41%
5 KCM INVESTMENT ADVISORS LLC 108,693 11,309,000 5.84%
6 Avalon Investment & Advisory 103,505 10,770,000 5.56%
7 MEYER HANDELMAN CO 94,300 9,812,000 5.06%
8 Veritable, L.P. 92,460 9,620,000 4.97%
9 FORBES J M & CO LLP 81,524 8,483,000 4.38%
10 PATTEN & PATTEN INC/TN 70,756 7,362,000 3.80%
11 World Asset Management Inc 51,966 5,407,000 2.79%
12 AMERICAN NATIONAL INSURANCE CO 41,816 4,351,000 2.25%
13 M. Kraus & Co 37,023 3,852,000 1.99%
14 SCHMIDT P J INVESTMENT MANAGEMENT INC 36,233 3,770,000 1.95%
15 ABNER HERRMAN & BROCK LLC 34,008 3,539,000 1.83%
16 Strategic Financial Services, Inc. 33,631 3,499,000 1.81%
17 SFE Investment Counsel 31,096 3,236,000 1.67%
18 Azimuth Capital Management LLC 28,827 2,999,000 1.55%
19 Barrington Strategic Wealth Management Group LLC 28,343 2,949,000 1.52%
20 ASPIRIANT HOLDINGS S3, LLC 25,836 2,688,000 1.39%
21 L & S Advisors Inc 23,076 2,401,000 1.24%
22 Kimelman & Baird, LLC 20,900 2,175,000 1.12%
23 Princeton Portfolio Strategies Group LLC 19,574 2,037,000 1.05%
24 Birch Hill Investment Advisors LLC 18,818 1,958,000 1.01%
25 BRIDGES INVESTMENT COUNSEL INC/ 15,529 1,615,000 0.83%
26 LYNCH & ASSOCIATES/IN 13,948 1,451,000 0.75%
27 CHURCHILL MANAGEMENT Corp 13,640 1,419,000 0.73%
28 Narwhal Capital Management 13,350 1,389,000 0.72%
29 Hamilton Point Investment Advisors, LLC 12,913 1,344,000 0.69%
30 BRR OpCo, LLC 12,808 1,333,000 0.69%
31 CROFT-LEOMINSTER INC 12,751 1,327,000 0.68%
32 EADS & HEALD WEALTH MANAGEMENT 12,663 1,318,000 0.68%
33 Violich Capital Management, Inc. 11,990 1,248,000 0.64%
34 RONALD BLUE & CO LLC 10,528 1,096,000 0.57%
35 Opus Capital Group, LLC 10,281 1,069,000 0.55%
36 WILKINS INVESTMENT COUNSEL INC 9,745 1,014,000 0.52%
37 SCHNIEDERS CAPITAL MANAGEMENT LLC 9,411 979,000 0.51%
38 Geneva Advisors, LLC 9,035 940,000 0.49%
39 American National Registered Investment Advisor, Inc. 8,605 895,000 0.46%
40 ROANOKE ASSET MANAGEMENT CORP/ NY 7,329 763,000 0.39%
41 LEAVELL INVESTMENT MANAGEMENT, INC. 7,185 748,000 0.39%
42 1834 INVESTMENT ADVISORS CO 6,800 708,000 0.37%
43 BURNHAM ASSET MANAGEMENT CORP /NY/ 6,500 676,000 0.35%
44 TAURUS ASSET MANAGEMENT, LLC 6,446 671,000 0.35%
45 CG Asset Management LLC 6,240 649,000 0.34%
46 Colonial Trust Advisors 5,518 574,000 0.30%
47 Laird Norton Wetherby Wealth Management, LLC 5,403 562,000 0.29%
48 Regent Investment Management LLC 5,231 544,000 0.28%
49 Clarkston Capital Partners, LLC 5,000 520,000 0.27%
50 BRIDGES INVESTMENT MANAGEMENT INC 4,292 447,000 0.23%
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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.