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

Institutional Holders (2015Q2)
Portfolio Summary: 66 Institutional holders with a total value of $173,335,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 166,867 16,358,000 9.44%
2 Bollard Group LLC 140,060 13,730,000 7.92%
3 ARGENT CAPITAL MANAGEMENT LLC 139,540 13,679,000 7.89%
4 J.P. Morgan Private Wealth Advisors LLC 139,136 13,641,000 7.87%
5 KCM INVESTMENT ADVISORS LLC 112,768 11,055,000 6.38%
6 Avalon Investment & Advisory 103,357 10,132,000 5.85%
7 MEYER HANDELMAN CO 94,300 9,244,000 5.33%
8 FORBES J M & CO LLP 79,678 7,811,000 4.51%
9 PATTEN & PATTEN INC/TN 66,936 6,562,000 3.79%
10 World Asset Management Inc 46,787 4,587,000 2.65%
11 AMERICAN NATIONAL INSURANCE CO 41,816 4,099,000 2.36%
12 Veritable, L.P. 41,709 4,089,000 2.36%
13 SCHMIDT P J INVESTMENT MANAGEMENT INC 37,573 3,683,000 2.12%
14 M. Kraus & Co 36,988 3,626,000 2.09%
15 ABNER HERRMAN & BROCK LLC 34,773 3,518,000 2.03%
16 Strategic Financial Services, Inc. 33,186 3,253,000 1.88%
17 Barrington Strategic Wealth Management Group LLC 28,993 2,842,000 1.64%
18 SFE Investment Counsel 28,915 2,835,000 1.64%
19 Azimuth Capital Management LLC 28,827 2,826,000 1.63%
20 ASPIRIANT HOLDINGS S3, LLC 25,357 2,486,000 1.43%
21 Princeton Portfolio Strategies Group LLC 23,116 2,266,000 1.31%
22 Kimelman & Baird, LLC 20,900 2,049,000 1.18%
23 Birch Hill Investment Advisors LLC 18,218 1,786,000 1.03%
24 LYNCH & ASSOCIATES/IN 14,818 1,453,000 0.84%
25 L & S Advisors Inc 13,361 1,310,000 0.76%
26 Narwhal Capital Management 13,350 1,309,000 0.76%
27 Hamilton Point Investment Advisors, LLC 13,038 1,278,000 0.74%
28 BRIDGES INVESTMENT COUNSEL INC/ 12,879 1,263,000 0.73%
29 CROFT-LEOMINSTER INC 12,776 1,252,000 0.72%
30 EADS & HEALD WEALTH MANAGEMENT 12,737 1,249,000 0.72%
31 Violich Capital Management, Inc. 11,990 1,175,000 0.68%
32 BRR OpCo, LLC 11,841 1,161,000 0.67%
33 RONALD BLUE & CO LLC 11,117 1,090,000 0.63%
34 SCHNIEDERS CAPITAL MANAGEMENT LLC 9,811 962,000 0.55%
35 WILKINS INVESTMENT COUNSEL INC 9,745 955,000 0.55%
36 Geneva Advisors, LLC 8,859 868,000 0.50%
37 American National Registered Investment Advisor, Inc. 8,605 844,000 0.49%
38 ROANOKE ASSET MANAGEMENT CORP/ NY 7,329 718,000 0.41%
39 LEAVELL INVESTMENT MANAGEMENT, INC. 7,185 704,000 0.41%
40 1834 INVESTMENT ADVISORS CO 6,800 667,000 0.38%
41 BURNHAM ASSET MANAGEMENT CORP /NY/ 6,500 637,000 0.37%
42 CG Asset Management LLC 6,240 612,000 0.35%
43 TAURUS ASSET MANAGEMENT, LLC 5,946 583,000 0.34%
44 Colonial Trust Advisors 5,518 541,000 0.31%
45 Laird Norton Wetherby Wealth Management, LLC 5,301 520,000 0.30%
46 Regent Investment Management LLC 5,231 513,000 0.30%
47 Clarkston Capital Partners, LLC 5,000 490,000 0.28%
48 BRIDGES INVESTMENT MANAGEMENT INC 4,475 439,000 0.25%
49 MCRAE CAPITAL MANAGEMENT INC 4,100 402,000 0.23%
50 GAMBLE JONES INVESTMENT COUNSEL 4,063 398,000 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.