Monarch Capital Management’s NextEra Energy NEE Stock Holding History

Monarch Capital Management’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 Q2	$4.97M	Sell	56,577 -661	-1%	-$59.8K	1.14%	32
2026 Q1	$5.32M	Sell	57,238 -1,200	-2%	-$107K	1.3%	26
2025 Q4	$4.69M	Sell	58,438 -1,077	-2%	-$89.2K	1.15%	32
2025 Q3	$4.49M	Buy	59,515 +850	+1%	+$62.1K	1.1%	34
2025 Q2	$4.07M	Buy	58,665 +765	+1%	+$53.1K	1.09%	34
2025 Q1	$4.1M	Sell	57,900 -442	-0.8%	-$31.2K	1.14%	32
2024 Q4	$4.18M	Hold	58,342	–	–	1.15%	31
2024 Q3	$4.93M	Buy	58,342 +902	+2%	+$70.4K	1.33%	28
2024 Q2	$4.07M	Sell	57,440 -802	-1%	-$56.9K	1.2%	29
2024 Q1	$3.72M	Sell	58,242 -75	-0.1%	-$4.39K	1.05%	33
2023 Q4	$3.54M	Buy	58,317 +975	+2%	+$55.6K	1.07%	35
2023 Q3	$3.29M	Sell	57,342 -100	-0.2%	-$6.92K	1.06%	35
2023 Q2	$4.26M	Sell	57,442 -1,130	-2%	-$85.5K	1.29%	30
2023 Q1	$4.51M	Sell	58,572 -2,004	-3%	-$154K	1.39%	27
2022 Q4	$5.06M	Sell	60,576 -2,450	-4%	-$198K	1.55%	24
2022 Q3	$4.94M	Sell	63,026 -2,384	-4%	-$202K	1.61%	22
2022 Q2	$5.07M	Sell	65,410 -40	-0.1%	-$3.04K	1.51%	26
2022 Q1	$5.54M	Sell	65,450 -405	-0.6%	-$32.5K	1.47%	27
2021 Q4	$6.15M	Sell	65,855 -1,546	-2%	-$134K	1.58%	23
2021 Q3	$5.29M	Buy	67,401 +3,728	+6%	+$301K	1.47%	27
2021 Q2	$4.67M	Sell	63,673 -823	-1%	-$61.8K	1.33%	28
2021 Q1	$4.88M	Sell	64,496 -452	-0.7%	-$35.3K	1.45%	27
2020 Q4	$5.01M	Sell	64,948 -344	-0.5%	-$25.7K	1.58%	25
2020 Q3	$4.53M	Sell	65,292 -1,000	-2%	-$69K	1.57%	26
2020 Q2	$3.98M	Sell	66,292 -1,644	-2%	-$98.4K	1.45%	27
2020 Q1	$4.09M	Sell	67,936 -1,252	-2%	-$78.7K	1.67%	25
2019 Q4	$4.19M	Sell	69,188 -60	-0.1%	-$3.5K	1.37%	32
2019 Q3	$4.03M	Sell	69,248 -2,580	-4%	-$140K	1.41%	32
2019 Q2	$3.68M	Sell	71,828 -1,280	-2%	-$63K	1.31%	33
2019 Q1	$3.53M	Sell	73,108 -3,260	-4%	-$149K	1.28%	33
2018 Q4	$3.32M	Sell	76,368 -7,732	-9%	-$338K	1.34%	31
2018 Q3	$3.52M	Sell	84,100 -380	-0.4%	-$16.2K	1.28%	34
2018 Q2	$3.53M	Sell	84,480 -828	-1%	-$33.4K	1.35%	32
2018 Q1	$3.48M	Sell	85,308 -3,252	-4%	-$125K	1.34%	33
2017 Q4	$3.46M	Sell	88,560 -2,924	-3%	-$113K	1.29%	33
2017 Q3	$3.35M	Sell	91,484 -6,160	-6%	-$226K	1.25%	34
2017 Q2	$3.42M	Sell	97,644 -4,160	-4%	-$142K	1.3%	33
2017 Q1	$3.27M	Sell	101,804 -1,648	-2%	-$51.8K	1.2%	36
2016 Q4	$3.09M	Buy	103,452 +400	+0.4%	+$12K	1.15%	36
2016 Q3	$3.15M	Sell	103,052 -5,056	-5%	-$159K	1.19%	35
2016 Q2	$3.52M	Sell	108,108 -1,040	-1%	-$31.2K	1.31%	33
2016 Q1	$3.23M	Sell	109,148 -20	-0%	-$561	1.16%	34
2015 Q4	$2.83M	Sell	109,168 -400	-0.4%	-$10.1K	1.09%	36
2015 Q3	$2.67M	Sell	109,568 -1,512	-1%	-$38.4K	1.09%	35
2015 Q2	$2.72M	Buy	111,080 +1,436	+1%	+$36.5K	1.04%	37
2015 Q1	$2.85M	Buy	109,644 +156	+0.1%	+$4.12K	1.08%	37
2014 Q4	$2.91M	Sell	109,488 -708	-0.6%	-$17.9K	1.1%	35
2014 Q3	$2.59M	Sell	110,196 -4,200	-4%	-$101K	1.03%	38
2014 Q2	$2.93M	Sell	114,396 -1,600	-1%	-$38.9K	1.13%	37
2014 Q1	$2.77M	Sell	115,996 -5,200	-4%	-$118K	1.1%	37
2013 Q4	$2.59M	Sell	121,196 -9,880	-8%	-$208K	1.02%	39
2013 Q3	$2.63M	Sell	131,076 -5,600	-4%	-$116K	1.1%	37
2013 Q2	$2.78M	Buy	+136,676	New	+$2.71M	1.2%	33

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monarch Capital Management's NEE Position: Q2 2026 in Review

Monarch Capital Management reduced its NextEra Energy (NEE) stake by 1.2% in Q2 2026, selling an estimated $59.8K and leaving 56,577 shares worth $4.97M. The position accounts for 1.14% of the portfolio, ranked #32.

Monarch Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.15M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Monarch Capital Management held 56,577 shares of NextEra Energy worth $4.97M as of Q2 2026.
Monarch Capital Management sold 661 NextEra Energy shares in Q2 2026, an estimated $59.8K.
NextEra Energy made up 1.14% of Monarch Capital Management's portfolio in Q2 2026, its #32 holding.
Monarch Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Monarch Capital Management's NextEra Energy position peaked at $6.15M in Q4 2021.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.