Monument Capital Management

Position in NEE — Nextera Energy Inc

CIK 1729428 ALEXANDRIA, VA

Position in NEE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$528,287

-$187,910 QoQ

Shares Held

6,019

-21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,011

of 2,988 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Monument Capital Management holds $5,967,719 across 7 Utilities - Regulated Electric names. NEE ranks #6 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	9,996	$1,367,552
2	ED	Consolidated Edison Inc	12,243	$1,354,443
3	SO	Southern Co	9,647	$923,314
4	DUK	Duke Energy CORP	7,137	$903,401
5	WEC	Wec Energy Group, Inc.	5,572	$650,642
6	NEE	Nextera Energy Inc This page	6,019	$528,287
7	ES	Eversource Energy	3,322	$240,080

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,287	6,019	-21.9%	Shares	Sole	2026-07-22
2026-03-31	$716,197	7,711	+13.6%	Shares	Sole	2026-04-16
2025-12-31	$545,101	6,790	+162.5%	Shares	Sole	2026-01-26
2022-12-31	$216,273	2,587	-18.1%	Shares	Sole	2023-01-27
2022-09-30	$247,618	3,158	-31.0%	Shares	Sole	2022-11-07
2022-06-30	$354,302	4,574	-3.0%	Shares	Sole	2022-07-20
2022-03-31	$399,407	4,715	-15.9%	Shares	Sole	2022-04-14
2021-12-31	$523,469	5,607	+4.1%	Shares	Sole	2022-01-18
2021-09-30	$422,830	5,385	+25.4%	Shares	Sole	2021-10-22
2021-06-30	$314,737	4,295	+55.9%	Shares	Sole	2021-07-27
2021-03-31	$208,305	2,755	+2.8%	Shares	Sole	2021-04-12
2020-12-31	$206,839	2,681	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.