Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,149,787
-$122,669 QoQ
Shares Held
13,100
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,523
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONETARY MANAGEMENT GROUP INC holds $5,607,322 across 12 Utilities - Regulated Electric names. NEE ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
13,100 | $1,149,787 | |
| 2 | ED |
Consolidated Edison Inc
|
8,850 | $979,075 | |
| 3 | SO |
Southern Co
|
9,407 | $900,343 | |
| 4 | DUK |
Duke Energy CORP
|
5,733 | $725,683 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,320 | $591,019 | |
| 6 | D |
Dominion Energy, Inc
|
5,779 | $394,647 | |
| 7 | EXC |
Exelon Corp
|
4,600 | $214,452 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
1,750 | $204,347 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,787 | 13,100 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,272,456 | 13,700 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,099,836 | 13,700 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,041,762 | 13,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,017,003 | 14,650 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,056,261 | 14,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,075,350 | 15,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,278,516 | 15,125 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,071,001 | 15,125 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $519,268 | 8,125 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $443,402 | 7,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $441,133 | 7,700 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $586,180 | 7,900 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $622,421 | 8,075 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $683,430 | 8,175 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $669,229 | 8,535 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $686,295 | 8,860 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $759,001 | 8,960 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $869,181 | 9,310 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $754,577 | 9,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $630,940 | 8,610 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $770,087 | 10,185 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $768,414 | 9,960 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,065,830 | 3,840 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $922,252 | 3,840 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $659,298 | 2,740 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||