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

Institutional Holders (2016Q1)
Portfolio Summary: 70 Institutional holders with a total value of $251,397,542.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VAUGHAN DAVID INVESTMENTS LLC/IL 169,992 20,117,000 8.00%
2 J.P. Morgan Private Wealth Advisors LLC 162,498 19,230,000 7.65%
3 ARGENT CAPITAL MANAGEMENT LLC 152,860 18,089,000 7.20%
4 Bollard Group LLC 143,179 16,944,000 6.74%
5 Avalon Investment & Advisory 135,188 15,998,000 6.36%
6 KCM INVESTMENT ADVISORS LLC 111,727 13,222,000 5.26%
7 DEARBORN PARTNERS LLC 109,047 12,905,000 5.13%
8 MEYER HANDELMAN CO 92,500 10,946,000 4.35%
9 FORBES J M & CO LLP 81,007 9,586,000 3.81%
10 ABNER HERRMAN & BROCK LLC 75,836 8,974,000 3.57%
11 L & S Advisors Inc 69,504 8,225,000 3.27%
12 BAINCO INTERNATIONAL INVESTORS 62,930 7,447,000 2.96%
13 PATTEN & PATTEN INC/TN 57,404 6,793,000 2.70%
14 World Asset Management Inc 45,808 5,421,000 2.16%
15 AMERICAN NATIONAL INSURANCE CO 41,681 4,933,000 1.96%
16 Veritable, L.P. 40,738 4,821,000 1.92%
17 SCHMIDT P J INVESTMENT MANAGEMENT INC 40,095 4,745,000 1.89%
18 Strategic Financial Services, Inc. 37,884 4,483,000 1.78%
19 M. Kraus & Co 35,008 4,143,000 1.65%
20 KOVITZ INVESTMENT GROUP PARTNERS, LLC 32,124 3,802,000 1.51%
21 Princeton Portfolio Strategies Group LLC 27,930 3,305,000 1.31%
22 Azimuth Capital Management LLC 27,043 3,200,000 1.27%
23 SFE Investment Counsel 25,655 3,036,000 1.21%
24 CALDWELL & ORKIN INC 22,763 2,694,000 1.07%
25 Kimelman & Baird, LLC 21,044 2,490,000 0.99%
26 Birch Hill Investment Advisors LLC 17,918 2,120,000 0.84%
27 Reynders McVeigh Capital Management, LLC 17,430 2,063,000 0.82%
28 LYNCH & ASSOCIATES/IN 15,850 1,876,000 0.75%
29 Hamilton Point Investment Advisors, LLC 15,326 1,814,000 0.72%
30 SHELTON CAPITAL MANAGEMENT 14,554 1,722,000 0.68%
31 Narwhal Capital Management 13,000 1,538,000 0.61%
32 CROFT-LEOMINSTER INC 12,198 1,443,000 0.57%
33 BRR OpCo, LLC 11,994 1,419,000 0.56%
34 Violich Capital Management, Inc. 11,990 1,419,000 0.56%
35 BRIDGES INVESTMENT COUNSEL INC/ 11,324 1,341,000 0.53%
36 EADS & HEALD WEALTH MANAGEMENT 11,316 1,339,000 0.53%
37 SCHNIEDERS CAPITAL MANAGEMENT LLC 10,339 1,224,000 0.49%
38 Clarkston Capital Partners, LLC 10,035 1,187,542 0.47%
39 WILKINS INVESTMENT COUNSEL INC 9,745 1,153,000 0.46%
40 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,662 1,143,000 0.45%
41 American National Registered Investment Advisor, Inc. 8,605 1,018,000 0.40%
42 CG Asset Management LLC 7,540 892,000 0.35%
43 LEAVELL INVESTMENT MANAGEMENT, INC. 7,175 849,000 0.34%
44 ROANOKE ASSET MANAGEMENT CORP/ NY 6,329 749,000 0.30%
45 Regent Investment Management LLC 5,661 670,000 0.27%
46 TAURUS ASSET MANAGEMENT, LLC 5,600 663,000 0.26%
47 Laird Norton Wetherby Wealth Management, LLC 5,334 631,000 0.25%
48 ISTHMUS PARTNERS, LLC 5,299 627,000 0.25%
49 Colonial Trust Advisors 5,018 594,000 0.24%
50 MCRAE CAPITAL MANAGEMENT INC 4,500 533,000 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.