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Disclosery

Monument Capital Management: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Capital Management on NEE, newest first. How the timeline and the estimate are built.

Monument Capital Management held 3,599 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,599 shares
    Change vs previous 13F -2,420 shares

    0.06% of the 13F portfolio, value $272,605.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,019 shares
    Change vs previous 13F -1,692 shares

    0.11% of the 13F portfolio, value $528,307.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,711 shares
    Change vs previous 13F +921 shares

    0.18% of the 13F portfolio, value $716,218.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,790 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $545,119.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).