Meeder Advisory Services’s NextEra Energy NEE Stock Holding History

Meeder Advisory Services’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	$3.8M	Sell	43,267 -2,932	-6%	-$265K	0.14%	98
2026 Q1	$4.29M	Buy	46,199 +1,718	+4%	+$153K	0.18%	80
2025 Q4	$3.57M	Buy	44,481 +4,894	+12%	+$405K	0.15%	97
2025 Q3	$2.99M	Buy	39,587 +3,001	+8%	+$219K	0.14%	109
2025 Q2	$2.54M	Buy	36,586 +695	+2%	+$48.3K	0.13%	122
2025 Q1	$2.54M	Buy	35,891 +1,608	+5%	+$113K	0.15%	118
2024 Q4	$2.46M	Sell	34,283 -972	-3%	-$75.5K	0.15%	108
2024 Q3	$2.98M	Sell	35,255 -1,087	-3%	-$84.8K	0.19%	85
2024 Q2	$2.57M	Buy	36,342 +13,102	+56%	+$930K	0.18%	93
2024 Q1	$1.49M	Buy	23,240 +1,042	+5%	+$61K	0.15%	117
2023 Q4	$1.35M	Sell	22,198 -25	-0.1%	-$1.43K	0.15%	115
2023 Q3	$1.27M	Sell	22,223 -4,201	-16%	-$291K	0.16%	109
2023 Q2	$1.96M	Sell	26,424 -710	-3%	-$53.8K	0.21%	80
2023 Q1	$2.09M	Sell	27,134 -4,359	-14%	-$335K	0.24%	75
2022 Q4	$2.63M	Buy	+31,493	New	+$2.54M	0.33%	52

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meeder Advisory Services's NEE Position: Q2 2026 in Review

Meeder Advisory Services reduced its NextEra Energy (NEE) stake by 6.3% in Q2 2026, selling an estimated $265K and leaving 43,267 shares worth $3.8M. The position accounts for 0.14% of the portfolio, ranked #98.

Meeder Advisory Services first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.29M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Meeder Advisory Services held 43,267 shares of NextEra Energy worth $3.8M as of Q2 2026.
Meeder Advisory Services sold 2,932 NextEra Energy shares in Q2 2026, an estimated $265K.
NextEra Energy made up 0.14% of Meeder Advisory Services's portfolio in Q2 2026, its #98 holding.
Meeder Advisory Services first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Meeder Advisory Services's NextEra Energy position peaked at $4.29M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.