CGN Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 1841506 MANHATTAN, KS

Position in NEE

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$310,266

-$17,321 QoQ

Shares Held

3,535

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,392

of 3,000 holders

Holding Since

Sep 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CGN Advisors LLC holds $5,384,047 across 5 Utilities - Regulated Electric names. NEE ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	32,705	$4,139,798
2	EVRG	Evergy, Inc.	4,283	$370,179
3	EXC	Exelon Corp	7,322	$341,351
4	NEE	Nextera Energy Inc This page	3,535	$310,266
5	AEP	American Electric Power Co Inc	1,626	$222,453

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,266	3,535	+0.2%	Shares	Sole	2026-07-06
2026-03-31	$327,587	3,527	-3.2%	Shares	Sole	2026-04-13
2025-12-31	$292,379	3,642	+2.6%	Shares	Sole	2026-01-05
2025-09-30	$267,989	3,550	+5.7%	Shares	Sole	2025-10-09
2025-06-30	$233,042	3,357	-7.0%	Shares	Sole	2025-07-15
2025-03-31	$255,771	3,608	+5.9%	Shares	Sole	2025-04-10
2024-12-31	$244,247	3,407	+32.1%	Shares	Sole	2025-01-15
2021-09-30	$202,503	2,579	—	Shares	Sole	2021-10-07
No filing history on record for this holder in this stock.