CVFG LLC

Position in NEE — Nextera Energy Inc

CIK 2050974 SHELBYVILLE, IN

Position in NEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,528,251

-$96,777 QoQ

Shares Held

17,412

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,372

of 3,000 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CVFG LLC holds $3,852,107 across 4 Utilities - Regulated Electric names. NEE ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	17,412	$1,528,251
2	SO	Southern Co	12,329	$1,180,008
3	DUK	Duke Energy CORP	6,368	$806,061
4	PEG	Public Service Enterprise Group Inc	4,162	$337,787

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,528,251	17,412	-0.5%	Shares	Sole	2026-08-11
2026-03-31	$1,625,028	17,496	+47.5%	Shares	Sole	2026-04-29
2025-12-31	$952,201	11,861	+4.7%	Shares	Sole	2026-02-06
2025-09-30	$855,075	11,327	+4.3%	Shares	Sole	2025-11-10
2025-06-30	$753,554	10,855	-2.7%	Shares	Sole	2025-08-07
2025-03-31	$790,494	11,151	+0.3%	Shares	Sole	2025-04-23
2024-12-31	$796,762	11,114	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.