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

Institutional Holders (2016Q3)
Portfolio Summary: 73 Institutional holders with a total value of $230,682,568.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 J.P. Morgan Private Wealth Advisors LLC 206,255 25,229,000 10.94%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 168,024 20,553,000 8.91%
3 Bollard Group LLC 145,859 17,841,000 7.73%
4 KCM INVESTMENT ADVISORS LLC 113,476 13,880,000 6.02%
5 DEARBORN PARTNERS LLC 106,731 13,055,000 5.66%
6 Avalon Investment & Advisory 92,968 11,372,000 4.93%
7 ARGENT CAPITAL MANAGEMENT LLC 86,970 10,638,000 4.61%
8 FORBES J M & CO LLP 82,183 10,053,000 4.36%
9 ABNER HERRMAN & BROCK LLC 72,533 8,872,000 3.85%
10 BAINCO INTERNATIONAL INVESTORS 66,016 8,075,000 3.50%
11 PATTEN & PATTEN INC/TN 55,919 6,840,000 2.97%
12 World Asset Management Inc 47,769 5,843,000 2.53%
13 Veritable, L.P. 44,316 5,421,000 2.35%
14 AMERICAN NATIONAL INSURANCE CO 41,681 5,098,000 2.21%
15 SCHMIDT P J INVESTMENT MANAGEMENT INC 40,017 4,895,000 2.12%
16 Strategic Financial Services, Inc. 37,569 4,595,000 1.99%
17 M. Kraus & Co 33,823 4,137,000 1.79%
18 KOVITZ INVESTMENT GROUP PARTNERS, LLC 30,724 3,758,000 1.63%
19 Princeton Portfolio Strategies Group LLC 26,705 3,267,000 1.42%
20 L & S Advisors Inc 26,692 3,265,000 1.42%
21 Azimuth Capital Management LLC 24,757 3,028,000 1.31%
22 SFE Investment Counsel 22,965 2,995,000 1.30%
23 Kimelman & Baird, LLC 20,921 2,559,000 1.11%
24 Hamilton Point Investment Advisors, LLC 16,715 2,045,000 0.89%
25 Reynders McVeigh Capital Management, LLC 15,980 1,955,000 0.85%
26 LYNCH & ASSOCIATES/IN 15,611 1,909,000 0.83%
27 Birch Hill Investment Advisors LLC 14,818 1,813,000 0.79%
28 BRR OpCo, LLC 12,219 1,495,000 0.65%
29 Violich Capital Management, Inc. 11,890 1,454,000 0.63%
30 SHELTON CAPITAL MANAGEMENT 11,799 1,410,000 0.61%
31 EADS & HEALD WEALTH MANAGEMENT 10,938 1,338,000 0.58%
32 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10,882 1,331,000 0.58%
33 CROFT-LEOMINSTER INC 10,178 1,244,000 0.54%
34 Clarkston Capital Partners, LLC 10,000 1,223,000 0.53%
35 WILKINS INVESTMENT COUNSEL INC 9,545 1,168,000 0.51%
36 American National Registered Investment Advisor, Inc. 8,605 1,053,000 0.46%
37 CG Asset Management LLC 7,300 893,000 0.39%
38 Narwhal Capital Management 7,250 887,000 0.38%
39 ROANOKE ASSET MANAGEMENT CORP/ NY 6,329 774,000 0.34%
40 RONALD BLUE & CO LLC 6,237 763,000 0.33%
41 LEAVELL INVESTMENT MANAGEMENT, INC. 6,098 746,000 0.32%
42 TAURUS ASSET MANAGEMENT, LLC 6,080 744,000 0.32%
43 Laird Norton Wetherby Wealth Management, LLC 5,576 682,000 0.30%
44 Regent Investment Management LLC 5,536 678,000 0.29%
45 Colonial Trust Advisors 5,018 614,000 0.27%
46 Willingdon Wealth Management 5,000 611,000 0.26%
47 Paragon Capital Management LLC 4,793 586,000 0.25%
48 MCRAE CAPITAL MANAGEMENT INC 4,200 514,000 0.22%
49 ISTHMUS PARTNERS, LLC 4,099 504,000 0.22%
50 1834 INVESTMENT ADVISORS CO 4,100 502,000 0.22%
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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.