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Monetary Management Group’s NextEra Energy NEE Stock Holding History

Monetary Management Group’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 		$1.27M Hold
13,700
– – 0.3% 76
2025
Q4 		$1.1M Sell
13,700
-100
-0.7% -$8.28K 0.25% 81
2025
Q3 		$1.04M Sell
13,800
-850
-6% -$62.1K 0.24% 84
2025
Q2 		$1.02M Sell
14,650
-250
-2% -$17.4K 0.25% 86
2025
Q1 		$1.06M Sell
14,900
-100
-0.7% -$7.06K 0.29% 79
2024
Q4 		$1.08M Sell
15,000
-125
-0.8% -$9.71K 0.28% 80
2024
Q3 		$1.28M Hold
15,125
– – 0.33% 72
2024
Q2 		$1.07M Buy
15,125
+7,000
+86% +$497K 0.28% 79
2024
Q1 		$519K Buy
8,125
+825
+11% +$48.3K 0.14% 133
2023
Q4 		$443K Sell
7,300
-400
-5% -$22.8K 0.14% 134
2023
Q3 		$441K Sell
7,700
-200
-3% -$13.8K 0.15% 136
2023
Q2 		$586K Sell
7,900
-175
-2% -$13.2K 0.18% 117
2023
Q1 		$622K Sell
8,075
-100
-1% -$7.69K 0.18% 117
2022
Q4 		$683K Sell
8,175
-360
-4% -$29.1K 0.21% 105
2022
Q3 		$669K Sell
8,535
-325
-4% -$27.6K 0.22% 101
2022
Q2 		$686K Sell
8,860
-100
-1% -$7.61K 0.22% 98
2022
Q1 		$759K Sell
8,960
-350
-4% -$28.1K 0.2% 99
2021
Q4 		$869K Sell
9,310
-300
-3% -$25.9K 0.22% 93
2021
Q3 		$755K Buy
9,610
+1,000
+12% +$80.7K 0.21% 97
2021
Q2 		$631K Sell
8,610
-1,575
-15% -$118K 0.19% 106
2021
Q1 		$770K Buy
10,185
+225
+2% +$17.6K 0.24% 95
2020
Q4 		$768K Sell
9,960
-5,400
-35% -$404K 0.25% 86
2020
Q3 		$1.07M Hold
15,360
– – 0.38% 67
2020
Q2 		$922K Buy
15,360
+4,400
+40% +$263K 0.35% 69
2020
Q1 		$659K Sell
10,960
-700
-6% -$44K 0.29% 85
2019
Q4 		$706K Hold
11,660
– – 0.26% 92
2019
Q3 		$679K Sell
11,660
-500
-4% -$27.1K 0.26% 95
2019
Q2 		$623K Sell
12,160
-200
-2% -$9.84K 0.24% 101
2019
Q1 		$597K Sell
12,360
-40
-0.3% -$1.83K 0.24% 102
2018
Q4 		$539K Buy
12,400
+400
+3% +$17.5K 0.24% 97
2018
Q3 		$503K Buy
12,000
+260
+2% +$11.1K 0.19% 100
2018
Q2 		$490K Buy
11,740
+1,200
+11% +$48.5K 0.2% 104
2018
Q1 		$430K Hold
10,540
– – 0.18% 109
2017
Q4 		$412K Hold
10,540
– – 0.17% 109
2017
Q3 		$386K Hold
10,540
– – 0.16% 115
2017
Q2 		$369K Buy
10,540
+800
+8% +$27.3K 0.15% 124
2017
Q1 		$313K Sell
9,740
-1,600
-14% -$50.3K 0.14% 128
2016
Q4 		$339K Sell
11,340
-4,700
-29% -$140K 0.16% 118
2016
Q3 		$491K Sell
16,040
-100
-0.6% -$3.15K 0.23% 90
2016
Q2 		$526K Hold
16,140
– – 0.24% 88
2016
Q1 		$478K Buy
16,140
+800
+5% +$22.5K 0.23% 87
2015
Q4 		$398K Hold
15,340
– – 0.19% 100
2015
Q3 		$374K Hold
15,340
– – 0.19% 107
2015
Q2 		$376K Hold
15,340
– – 0.17% 111
2015
Q1 		$399K Hold
15,340
– – 0.18% 107
2014
Q4 		$408K Buy
15,340
+1,600
+12% +$40.4K 0.18% 103
2014
Q3 		$322K Hold
13,740
– – 0.15% 126
2014
Q2 		$352K Sell
13,740
-400
-3% -$9.73K 0.16% 118
2014
Q1 		$338K Hold
14,140
– – 0.16% 118
2013
Q4 		$303K Buy
14,140
+3,200
+29% +$67.5K 0.14% 124
2013
Q3 		$219K Sell
10,940
-3,200
-23% -$66K 0.12% 138
2013
Q2 		$288K Buy
+14,140
New +$281K 0.16% 130

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monetary Management Group's NEE Position: Q1 2026 in Review

Monetary Management Group held its NextEra Energy (NEE) position steady in Q1 2026 at 13,700 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #76.

Monetary Management Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.28M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Monetary Management Group held 13,700 shares of NextEra Energy worth $1.27M as of Q1 2026.
  • Monetary Management Group left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.3% of Monetary Management Group's portfolio in Q1 2026, its #76 holding.
  • Monetary Management Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Monetary Management Group's NextEra Energy position peaked at $1.28M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.