Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,965,763
-$350,502 QoQ
Shares Held
56,577
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#794
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONARCH CAPITAL MANAGEMENT INC holds $6,821,103 across 2 Utilities - Regulated Electric names. NEE ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
56,577 | $4,965,763 | |
| 2 | PPL |
PPL Corp
|
51,041 | $1,855,340 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,965,763 | 56,577 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,316,265 | 57,238 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,691,402 | 58,438 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,492,787 | 59,515 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,072,524 | 58,665 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $4,104,531 | 57,900 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,182,537 | 58,342 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,931,649 | 58,342 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,067,326 | 57,440 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,722,246 | 58,242 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,542,174 | 58,317 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,285,123 | 57,342 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,262,196 | 57,442 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,514,729 | 58,572 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,064,153 | 60,576 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,941,868 | 63,026 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,066,658 | 65,410 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,544,269 | 65,450 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,148,222 | 65,855 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,292,326 | 67,401 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,665,957 | 63,673 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,876,542 | 64,496 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,010,738 | 64,948 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,530,611 | 16,323 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,980,337 | 16,573 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,086,690 | 16,984 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||