Orange Investment Advisors, Inc.

Position in NEE — Nextera Energy Inc

CIK 943442 GOSHEN, NY

Position in NEE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,414,253

-$383,888 QoQ

Shares Held

38,900

-4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#938

of 2,988 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Utilities · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $9,652,819 across 4 Utilities - Regulated Electric names. NEE ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	33,777	$4,275,492
2	NEE	Nextera Energy Inc This page	38,900	$3,414,253
3	SO	Southern Co	18,133	$1,735,509
4	ED	Consolidated Edison Inc	2,057	$227,565

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,414,253	38,900	-4.9%	Shares	Sole	2026-07-21
2026-03-31	$3,798,141	40,893	-18.4%	Shares	Sole	2026-04-22
2025-12-31	$4,025,239	50,140	-9.2%	Shares	Sole	2026-02-06
2025-09-30	$4,167,727	55,209	+2.6%	Shares	Sole	2025-10-16
2025-06-30	$3,734,934	53,802	+316.3%	Shares	Sole	2025-07-21
2025-03-31	$916,182	12,924	+141.4%	Shares	Sole	2025-04-11
2024-12-31	$383,828	5,354	-45.1%	Shares	Sole	2025-01-10
2024-09-30	$824,928	9,759	-11.2%	Shares	Sole	2024-10-25
2024-06-30	$778,201	10,990	+11.4%	Shares	Sole	2024-07-02
2024-03-31	$630,727	9,869	-10.2%	Shares	Sole	2024-04-12
2023-12-31	$667,532	10,990	-8.5%	Shares	Sole	2024-01-12
2023-09-30	$687,766	12,005	-6.4%	Shares	Sole	2023-10-27
2023-06-30	$951,466	12,823	-1.4%	Shares	Sole	2023-07-17
2023-03-31	$1,002,194	13,002	-1.5%	Shares	Sole	2023-04-06
2022-12-31	$1,103,687	13,202	-2.0%	Shares	Sole	2023-02-01
2022-09-30	$1,056,731	13,477	—	Shares	Sole	2022-10-11
No filing history on record for this holder in this stock.