Monumental Financial Group’s NextEra Energy NEE Stock Holding History

Monumental 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
2021 Q3	–	Sell	-1,280	Closed	-$94K	–	68
2021 Q2	$94K	Buy	+1,280	New	+$96.1K	0.08%	34

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Monumental Financial Group's NEE Position: Q3 2021 in Review

Monumental Financial Group sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 1,280 shares — an estimated $94K sold.

Monumental Financial Group first reported a position in NEE in Q2 2021 and held it in 1 quarter. The position peaked at $94K in Q2 2021. 2,157 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Monumental Financial Group reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 1,280 NextEra Energy shares in Q3 2021, an estimated $94K.
Monumental Financial Group first reported a position in NextEra Energy in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's NextEra Energy position peaked at $94K in Q2 2021.
2,157 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.