Monarch Capital Management Inc / NEE
Monarch Capital Management Inc’s Nextera Energy Inc Position
Does Monarch Capital Management Inc own Nextera Energy Inc (NEE)? Yes — 57.2K shares worth $5M (+1.30% of its 13F portfolio) as of Q1 2026, down from 58.4K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
57.2K
% of Portfolio
+1.30%
Quarters Held
30
currently held
Position History NEE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 57.2K | $5M | +1.30% |
| Q4 2025 | 58.4K | $5M | +1.15% |
| Q3 2025 | 59.5K | $4M | +1.10% |
| Q2 2025 | 58.7K | $4M | +1.09% |
| Q1 2025 | 57.9K | $4M | +1.14% |
| Q4 2024 | 58.3K | $4M | +1.15% |
| Q3 2024 | 58.3K | $5M | +1.33% |
| Q2 2024 | 57.4K | $4M | +1.20% |
| Q1 2024 | 58.2K | $4M | +1.05% |
| Q4 2023 | 58.3K | $4M | +1.07% |
| Q3 2023 | 57.3K | $3M | +1.06% |
| Q2 2023 | 57.4K | $4M | +1.29% |
| Q1 2023 | 58.6K | $5M | +1.39% |
| Q4 2022 | 60.6K | $5M | +1.55% |
| Q3 2022 | 63.0K | $5M | +1.61% |
| Q2 2022 | 65.4K | $5M | +1.51% |
| Q1 2022 | 65.5K | $6M | +1.47% |
| Q4 2021 | 65.9K | $6M | +1.58% |
| Q3 2021 | 67.4K | $5M | +1.47% |
| Q2 2021 | 63.7K | $5M | +1.33% |
| Q1 2021 | 64.5K | $5M | +1.45% |
| Q4 2020 | 64.9K | $5M | +1.58% |
| Q3 2020 | 16.3K | $5M | +1.57% |
| Q2 2020 | 16.6K | $4M | +1.45% |
| Q1 2020 | 17.0K | $4M | +1.67% |
| Q4 2019 | 17.3K | $4M | +1.37% |
| Q3 2019 | 17.3K | $4M | +1.41% |
| Q2 2019 | 18.0K | $4M | +1.31% |
| Q1 2019 | 18.3K | $4M | +1.28% |
| Q4 2018 | 19.1K | $3M | +1.34% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monarch Capital Management Inc’s full portfolio or all institutional holders of NEE.