Meadowbrook Wealth Management
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Meadowbrook Wealth Management’s NextEra Energy NEE Stock Holding History

Meadowbrook Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,365
Closed -$204K – 86
2026
Q2 		$204K Hold
2,365
– – 0.22% 80
2026
Q1 		$220K Buy
+2,365
New +$210K 0.29% 62

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meadowbrook Wealth Management's NEE Position: Q3 2026 in Review

Meadowbrook Wealth Management sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 2,365 shares — an estimated $204K sold.

Meadowbrook Wealth Management first reported a position in NEE in Q1 2026 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Meadowbrook Wealth Management reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 2,365 NextEra Energy shares in Q3 2026, an estimated $204K.
  • Meadowbrook Wealth Management first reported a position in NextEra Energy in Q1 2026 and held it in 2 quarters.
  • Meadowbrook Wealth Management's NextEra Energy position peaked at $220K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.