COFG Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 2104330 OAK BROOK, IL

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$324,573

-$28,928 QoQ

Shares Held

3,698

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,366

of 3,000 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

COFG Advisors, LLC holds $2,224,269 across 5 Utilities - Regulated Electric names. NEE ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	16,243	$757,248
2	ED	Consolidated Edison Inc	5,405	$597,955
3	NEE	Nextera Energy Inc This page	3,698	$324,573
4	DUK	Duke Energy CORP	2,404	$304,298
5	WEC	Wec Energy Group, Inc.	2,057	$240,195

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,573	3,698	-2.8%	Shares	Sole	2026-08-14
2026-03-31	$353,501	3,806	-1.2%	Shares	Sole	2026-05-11
2025-12-31	$309,318	3,853	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.