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

Institutional Holders (2016Q4)
Portfolio Summary: 73 Institutional holders with a total value of $219,589,002.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 J.P. Morgan Private Wealth Advisors LLC 208,557 24,915,000 11.35%
2 VAUGHAN DAVID INVESTMENTS LLC/IL 169,799 20,284,000 9.24%
3 Bollard Group LLC 146,884 17,547,000 7.99%
4 KCM INVESTMENT ADVISORS LLC 110,394 13,188,000 6.01%
5 DEARBORN PARTNERS LLC 106,719 12,749,000 5.81%
6 Avalon Investment & Advisory 85,383 10,200,000 4.65%
7 FORBES J M & CO LLP 82,536 9,859,000 4.49%
8 ABNER HERRMAN & BROCK LLC 72,157 8,587,000 3.91%
9 BAINCO INTERNATIONAL INVESTORS 70,619 8,436,000 3.84%
10 PATTEN & PATTEN INC/TN 57,939 6,921,000 3.15%
11 Veritable, L.P. 44,485 5,314,000 2.42%
12 World Asset Management Inc 44,011 5,258,000 2.39%
13 AMERICAN NATIONAL INSURANCE CO 41,681 4,979,000 2.27%
14 SCHMIDT P J INVESTMENT MANAGEMENT INC 39,913 4,768,000 2.17%
15 TANDEM INVESTMENT ADVISORS, INC. 38,579 4,609,000 2.10%
16 Strategic Financial Services, Inc. 37,539 4,484,000 2.04%
17 M. Kraus & Co 33,783 4,036,000 1.84%
18 CIBC WORLD MARKETS CORP 32,359 3,866,000 1.76%
19 KOVITZ INVESTMENT GROUP PARTNERS, LLC 30,249 3,614,000 1.65%
20 Princeton Portfolio Strategies Group LLC 27,080 3,235,000 1.47%
21 Azimuth Capital Management LLC 25,232 3,014,000 1.37%
22 KINGS POINT CAPITAL MANAGEMENT 21,322 2,547,000 1.16%
23 Kimelman & Baird, LLC 20,907 2,498,000 1.14%
24 Hamilton Point Investment Advisors, LLC 16,860 2,014,000 0.92%
25 Reynders McVeigh Capital Management, LLC 15,040 1,797,000 0.82%
26 LYNCH & ASSOCIATES/IN 14,824 1,771,000 0.81%
27 Birch Hill Investment Advisors LLC 14,318 1,710,000 0.78%
28 Violich Capital Management, Inc. 12,160 1,516,000 0.69%
29 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12,072 1,442,000 0.66%
30 SHELTON CAPITAL MANAGEMENT 11,799 1,410,000 0.64%
31 EADS & HEALD WEALTH MANAGEMENT 10,946 1,308,000 0.60%
32 BRIDGES INVESTMENT COUNSEL INC/ 10,074 1,204,000 0.55%
33 Clarkston Capital Partners, LLC 10,000 1,195,000 0.54%
34 WILKINS INVESTMENT COUNSEL INC 9,545 1,140,000 0.52%
35 American National Registered Investment Advisor, Inc. 8,605 1,028,000 0.47%
36 CG Asset Management LLC 8,450 1,009,000 0.46%
37 SICART ASSOCIATES LLC 8,000 956,000 0.44%
38 RADNOR CAPITAL MANAGEMENT, LLC 7,106 849,000 0.39%
39 ROANOKE ASSET MANAGEMENT CORP/ NY 6,329 756,000 0.34%
40 Narwhal Capital Management 6,200 741,000 0.34%
41 RONALD BLUE & CO LLC 6,137 733,000 0.33%
42 LEAVELL INVESTMENT MANAGEMENT, INC. 6,098 728,000 0.33%
43 TAURUS ASSET MANAGEMENT, LLC 6,080 726,000 0.33%
44 Laird Norton Wetherby Wealth Management, LLC 5,940 709,000 0.32%
45 Regent Investment Management LLC 5,536 661,000 0.30%
46 Paragon Capital Management LLC 5,334 637,000 0.29%
47 Colonial Trust Advisors 5,018 599,000 0.27%
48 LOEB PARTNERS CORP 5,000 597,000 0.27%
49 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 4,799 573,000 0.26%
50 MCRAE CAPITAL MANAGEMENT INC 4,200 502,000 0.23%
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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.