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

Institutional Holders (2015Q4)
Portfolio Summary: 74 Institutional holders with a total value of $210,295,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 171,187 17,785,000 8.46%
2 ARGENT CAPITAL MANAGEMENT LLC 149,688 15,551,000 7.39%
3 J.P. Morgan Private Wealth Advisors LLC 146,973 15,270,000 7.26%
4 Bollard Group LLC 142,168 14,770,000 7.02%
5 Avalon Investment & Advisory 132,731 13,789,000 6.56%
6 KCM INVESTMENT ADVISORS LLC 113,451 11,786,000 5.60%
7 DEARBORN PARTNERS LLC 108,464 11,268,000 5.36%
8 MEYER HANDELMAN CO 92,600 9,620,000 4.57%
9 FORBES J M & CO LLP 79,212 8,229,000 3.91%
10 PATTEN & PATTEN INC/TN 57,404 5,964,000 2.84%
11 World Asset Management Inc 50,437 5,239,000 2.49%
12 STRATTON MANAGEMENT CO 49,038 5,095,000 2.42%
13 Veritable, L.P. 42,925 4,459,000 2.12%
14 AMERICAN NATIONAL INSURANCE CO 41,816 4,344,000 2.07%
15 SCHMIDT P J INVESTMENT MANAGEMENT INC 41,236 4,284,000 2.04%
16 M. Kraus & Co 35,638 3,702,000 1.76%
17 Strategic Financial Services, Inc. 35,196 3,657,000 1.74%
18 ABNER HERRMAN & BROCK LLC 33,943 3,526,000 1.68%
19 L & S Advisors Inc 33,471 3,477,000 1.65%
20 Kovitz Investment Group, LLC 31,849 3,309,000 1.57%
21 BOYS ARNOLD & CO INC 29,606 3,076,000 1.46%
22 SFE Investment Counsel 28,710 2,983,000 1.42%
23 Azimuth Capital Management LLC 27,593 2,867,000 1.36%
24 Princeton Portfolio Strategies Group LLC 26,140 2,716,000 1.29%
25 ASPIRIANT HOLDINGS S3, LLC 24,963 2,593,000 1.23%
26 Kimelman & Baird, LLC 21,044 2,186,000 1.04%
27 Birch Hill Investment Advisors LLC 18,018 1,872,000 0.89%
28 Hamilton Point Investment Advisors, LLC 15,325 1,592,000 0.76%
29 LYNCH & ASSOCIATES/IN 14,819 1,540,000 0.73%
30 Narwhal Capital Management 13,250 1,377,000 0.65%
31 EADS & HEALD WEALTH MANAGEMENT 12,456 1,294,000 0.62%
32 CROFT-LEOMINSTER INC 12,233 1,270,000 0.60%
33 Violich Capital Management, Inc. 12,090 1,256,000 0.60%
34 BRR OpCo, LLC 11,916 1,238,000 0.59%
35 SCHNIEDERS CAPITAL MANAGEMENT LLC 10,554 1,096,000 0.52%
36 WILKINS INVESTMENT COUNSEL INC 9,745 1,012,000 0.48%
37 American National Registered Investment Advisor, Inc. 8,605 894,000 0.43%
38 Geneva Advisors, LLC 7,728 803,000 0.38%
39 ROANOKE ASSET MANAGEMENT CORP/ NY 7,329 761,000 0.36%
40 LEAVELL INVESTMENT MANAGEMENT, INC. 7,175 745,000 0.35%
41 CG Asset Management LLC 6,240 648,000 0.31%
42 TAURUS ASSET MANAGEMENT, LLC 6,000 623,000 0.30%
43 Laird Norton Wetherby Wealth Management, LLC 5,868 610,000 0.29%
44 Semper Trust Co. 5,862 609,000 0.29%
45 Regent Investment Management LLC 5,661 588,000 0.28%
46 ISTHMUS PARTNERS, LLC 5,299 551,000 0.26%
47 Clarkston Capital Partners, LLC 5,150 535,000 0.25%
48 Colonial Trust Advisors 5,018 521,000 0.25%
49 1834 INVESTMENT ADVISORS CO 4,400 457,000 0.22%
50 BRIDGES INVESTMENT COUNSEL INC/ 4,475 439,000 0.21%
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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.