COFG Advisors’s NextEra Energy NEE Stock Holding History

COFG Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$353K	Sell	3,806 -47	-1%	-$4.18K	0.09%	146
2025 Q4	$309K	Buy	+3,853	New	+$319K	0.08%	164

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

COFG Advisors's NEE Position: Q1 2026 in Review

COFG Advisors reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2026, selling an estimated $4.18K and leaving 3,806 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #146.

COFG Advisors first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

COFG Advisors held 3,806 shares of NextEra Energy worth $353K as of Q1 2026.
COFG Advisors sold 47 NextEra Energy shares in Q1 2026, an estimated $4.18K.
NextEra Energy made up 0.09% of COFG Advisors's portfolio in Q1 2026, its #146 holding.
COFG Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.