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

Institutional Holders (2016Q2)
Portfolio Summary: 77 Institutional holders with a total value of $279,372,560.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 J.P. Morgan Private Wealth Advisors LLC 202,847 26,451,000 9.47%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 167,609 21,856,000 7.82%
3 ARGENT CAPITAL MANAGEMENT LLC 153,461 20,011,000 7.16%
4 Avalon Investment & Advisory 144,864 18,890,000 6.76%
5 Bollard Group LLC 144,128 18,794,000 6.73%
6 KCM INVESTMENT ADVISORS LLC 110,625 14,426,000 5.16%
7 DEARBORN PARTNERS LLC 107,700 14,044,000 5.03%
8 MEYER HANDELMAN CO 92,400 12,049,000 4.31%
9 FORBES J M & CO LLP 82,543 10,763,000 3.85%
10 ABNER HERRMAN & BROCK LLC 74,727 9,691,000 3.47%
11 BAINCO INTERNATIONAL INVESTORS 64,446 8,404,000 3.01%
12 PATTEN & PATTEN INC/TN 57,351 7,479,000 2.68%
13 L & S Advisors Inc 56,530 7,371,000 2.64%
14 World Asset Management Inc 46,350 6,044,000 2.16%
15 AMERICAN NATIONAL INSURANCE CO 41,681 5,435,000 1.95%
16 Veritable, L.P. 41,593 5,424,000 1.94%
17 SCHMIDT P J INVESTMENT MANAGEMENT INC 39,278 5,122,000 1.83%
18 Strategic Financial Services, Inc. 37,384 4,796,000 1.72%
19 M. Kraus & Co 34,848 4,544,000 1.63%
20 KOVITZ INVESTMENT GROUP PARTNERS, LLC 30,749 4,010,000 1.44%
21 Princeton Portfolio Strategies Group LLC 28,247 3,683,000 1.32%
22 Azimuth Capital Management LLC 24,843 3,240,000 1.16%
23 SFE Investment Counsel 22,965 2,995,000 1.07%
24 Kimelman & Baird, LLC 20,940 2,731,000 0.98%
25 Birch Hill Investment Advisors LLC 16,918 2,206,000 0.79%
26 Reynders McVeigh Capital Management, LLC 16,530 2,156,000 0.77%
27 Hamilton Point Investment Advisors, LLC 16,111 2,101,000 0.75%
28 LYNCH & ASSOCIATES/IN 15,846 2,066,000 0.74%
29 BRR OpCo, LLC 12,321 1,607,000 0.58%
30 Violich Capital Management, Inc. 11,890 1,550,000 0.55%
31 CROFT-LEOMINSTER INC 11,828 1,542,000 0.55%
32 KINGS POINT CAPITAL MANAGEMENT 11,284 1,471,000 0.53%
33 BRIDGES INVESTMENT COUNSEL INC/ 10,924 1,424,000 0.51%
34 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10,862 1,416,000 0.51%
35 EADS & HEALD WEALTH MANAGEMENT 10,819 1,411,000 0.51%
36 SCHNIEDERS CAPITAL MANAGEMENT LLC 10,314 1,345,000 0.48%
37 Clarkston Capital Partners, LLC 10,000 1,304,000 0.47%
38 WILKINS INVESTMENT COUNSEL INC 9,745 1,271,000 0.45%
39 Narwhal Capital Management 9,250 1,206,000 0.43%
40 American National Registered Investment Advisor, Inc. 8,605 1,122,000 0.40%
41 CG Asset Management LLC 7,300 952,000 0.34%
42 LEAVELL INVESTMENT MANAGEMENT, INC. 6,845 893,000 0.32%
43 RONALD BLUE & CO LLC 6,391 833,000 0.30%
44 ROANOKE ASSET MANAGEMENT CORP/ NY 6,329 825,000 0.30%
45 TAURUS ASSET MANAGEMENT, LLC 5,600 730,000 0.26%
46 Regent Investment Management LLC 5,536 722,000 0.26%
47 Laird Norton Wetherby Wealth Management, LLC 5,385 702,000 0.25%
48 Colonial Trust Advisors 5,018 654,000 0.23%
49 Paragon Capital Management LLC 4,683 610,000 0.22%
50 Willingdon Wealth Management 4,600 600,000 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.