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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
Q2 		$204K Hold
2,365
– – 0.22% 80
2026
Q1 		$220K Buy
+2,365
New +$210K 0.29% 62

Other funds holding NEE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Meadowbrook Wealth Management's NEE Position: Q2 2026 in Review

Meadowbrook Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,365 shares worth $204K. The position accounts for 0.22% of the portfolio, ranked #80.

Meadowbrook Wealth Management first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 1,864 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Meadowbrook Wealth Management held 2,365 shares of NextEra Energy worth $204K as of Q2 2026.
  • Meadowbrook Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.22% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Meadowbrook Wealth Management first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Meadowbrook Wealth Management's NextEra Energy position peaked at $220K in Q1 2026.
  • 1,864 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.