Monte Financial Group’s NextEra Energy NEE Stock Holding History

Monte Financial 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	$204K	Sell	2,200 -565	-20%	-$50.2K	0.07%	100
2025 Q4	$222K	Hold	2,765	–	–	0.08%	92
2025 Q3	$209K	Buy	+2,765	New	+$202K	0.08%	92
2025 Q1	–	Sell	-2,765	Closed	-$198K	–	88
2024 Q4	$198K	Hold	2,765	–	–	0.08%	84
2024 Q3	$234K	Buy	+2,765	New	+$216K	0.1%	79
2023 Q3	–	Sell	-3,500	Closed	-$260K	–	84
2023 Q2	$260K	Hold	3,500	–	–	0.13%	76
2023 Q1	$270K	Sell	3,500 -500	-13%	-$38.5K	0.14%	78
2022 Q4	$334K	Hold	4,000	–	–	0.17%	72
2022 Q3	$314K	Hold	4,000	–	–	0.19%	70
2022 Q2	$310K	Hold	4,000	–	–	0.18%	71
2022 Q1	$339K	Hold	4,000	–	–	0.18%	70
2021 Q4	$373K	Buy	+4,000	New	+$346K	0.2%	70

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

Monte Financial Group's NEE Position: Q1 2026 in Review

Monte Financial Group reduced its NextEra Energy (NEE) stake by 20% in Q1 2026, selling an estimated $50.2K and leaving 2,200 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #100.

Monte Financial Group first reported a position in NEE in Q4 2021 and has held it in 12 quarters since. The position peaked at $373K in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Monte Financial Group held 2,200 shares of NextEra Energy worth $204K as of Q1 2026.
Monte Financial Group sold 565 NextEra Energy shares in Q1 2026, an estimated $50.2K.
NextEra Energy made up 0.07% of Monte Financial Group's portfolio in Q1 2026, its #100 holding.
Monte Financial Group first reported a position in NextEra Energy in Q4 2021 and has held it in 12 quarters since.
Monte Financial Group's NextEra Energy position peaked at $373K in Q4 2021.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.