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 Q2	–	Sell	-2,200	Closed	-$204K	–	107
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Monte Financial Group's NEE Position: Q2 2026 in Review

Monte Financial Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,200 shares — an estimated $204K sold.

Monte Financial Group first reported a position in NEE in Q4 2021 and held it in 12 quarters. The position peaked at $373K in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Monte Financial Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Monte Financial Group sold 2,200 NextEra Energy shares in Q2 2026, an estimated $204K.
Monte Financial Group first reported a position in NextEra Energy in Q4 2021 and held it in 12 quarters.
Monte Financial Group's NextEra Energy position peaked at $373K in Q4 2021.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.