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Meramec Financial Planners’s NextEra Energy NEE Stock Holding History

Meramec Financial Planners’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 		$227K Sell
2,553
-505
-17% -$45.7K 0.08% 116
2026
Q1 		$281K Sell
3,058
-800
-21% -$71.1K 0.11% 97
2025
Q4 		$345K Buy
+3,858
New +$320K 0.13% 86

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meramec Financial Planners's NEE Position: Q2 2026 in Review

Meramec Financial Planners reduced its NextEra Energy (NEE) stake by 17% in Q2 2026, selling an estimated $45.7K and leaving 2,553 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #116.

Meramec Financial Planners first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Meramec Financial Planners held 2,553 shares of NextEra Energy worth $227K as of Q2 2026.
  • Meramec Financial Planners sold 505 NextEra Energy shares in Q2 2026, an estimated $45.7K.
  • NextEra Energy made up 0.08% of Meramec Financial Planners's portfolio in Q2 2026, its #116 holding.
  • Meramec Financial Planners first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's NextEra Energy position peaked at $345K in Q4 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.