Meridian Financial Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.09M | Sell |
23,410
-920
| -4% | -$83.2K | 0.71% | 29 |
|
|
2026
Q1 | $2.28M | Buy |
24,330
+143
| +0.6% | +$12.7K | 0.87% | 28 |
|
|
2025
Q4 | $2.03M | Sell |
24,187
-115
| -0.5% | -$9.53K | 0.8% | 28 |
|
|
2025
Q3 | $2.04M | Buy |
24,302
+171
| +0.7% | +$12.5K | 0.85% | 27 |
|
|
2025
Q2 | $1.68M | Buy |
24,131
+242
| +1% | +$16.8K | 0.79% | 29 |
|
|
2025
Q1 | $1.69M | Buy |
23,889
+299
| +1% | +$21.1K | 0.86% | 25 |
|
|
2024
Q4 | $1.69M | Buy |
23,590
+155
| +0.7% | +$12K | 0.89% | 24 |
|
|
2024
Q3 | $1.98M | Buy |
23,435
+76
| +0.3% | +$5.93K | 1% | 22 |
|
|
2024
Q2 | $1.67M | Buy |
23,359
+324
| +1% | +$23K | 0.99% | 23 |
|
|
2024
Q1 | $1.42M | Buy |
23,035
+577
| +3% | +$33.8K | 1.83% | 14 |
|
|
2023
Q4 | $1.29M | Buy |
22,458
+869
| +4% | +$49.5K | 1.33% | 20 |
|
|
2023
Q3 | $1.13M | Buy |
21,589
+16
| +0.1% | +$1.11K | 1.16% | 21 |
|
|
2023
Q2 | $1.6M | Buy |
21,573
+780
| +4% | +$59.1K | 0.96% | 24 |
|
|
2023
Q1 | $1.63M | Buy |
20,793
+409
| +2% | +$31.5K | 1.85% | 12 |
|
|
2022
Q4 | $1.68M | Buy |
20,384
+190
| +0.9% | +$15.3K | 1.89% | 15 |
|
|
2022
Q3 | $1.45M | Sell |
20,194
-13
| -0.1% | -$1.1K | 2.05% | 12 |
|
|
2022
Q2 | $1.62M | Buy |
20,207
+1,105
| +6% | +$84.1K | 1.1% | 24 |
|
|
2022
Q1 | $1.62M | Buy |
19,102
+382
| +2% | +$30.6K | 2.41% | 11 |
|
|
2021
Q4 | $1.55M | Buy |
18,720
+653
| +4% | +$56.4K | 1.05% | 21 |
|
|
2021
Q3 | $1.45M | Buy |
18,067
+37
| +0.2% | +$2.98K | 0.97% | 21 |
|
|
2021
Q2 | $1.39M | Buy |
18,030
+561
| +3% | +$42.1K | 0.95% | 22 |
|
|
2021
Q1 | $1.41M | Buy |
17,469
+467
| +3% | +$36.4K | 1.06% | 19 |
|
|
2020
Q4 | $1.43M | Buy |
17,002
+154
| +0.9% | +$11.5K | 1.1% | 17 |
|
|
2020
Q3 | $1.27M | Sell |
16,848
-352
| -2% | -$24.3K | 1.07% | 20 |
|
|
2020
Q2 | $1.13M | Buy |
17,200
+5,324
| +45% | +$319K | 1.02% | 18 |
|
|
2020
Q1 | $731K | Sell |
11,876
-136
| -1% | -$8.55K | 0.79% | 20 |
|
|
2019
Q4 | $724K | Buy |
12,012
+144
| +1% | +$8.41K | 0.73% | 22 |
|
|
2019
Q3 | $680K | Buy |
11,868
+572
| +5% | +$31K | 0.76% | 23 |
|
|
2019
Q2 | $588K | Buy |
11,296
+196
| +2% | +$9.64K | 0.66% | 27 |
|
|
2019
Q1 | $526K | Buy |
11,100
+2,452
| +28% | +$112K | 0.6% | 29 |
|
|
2018
Q4 | $376K | Buy |
+8,648
| New | +$378K | 0.51% | 37 |
|
Other funds holding NEE
Meridian Financial Partners's NEE Position: Q2 2026 in Review
Meridian Financial Partners reduced its NextEra Energy (NEE) stake by 3.8% in Q2 2026, selling an estimated $83.2K and leaving 23,410 shares worth $2.09M. The position accounts for 0.71% of the portfolio, ranked #29.
Meridian Financial Partners first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.28M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Meridian Financial Partners held 23,410 shares of NextEra Energy worth $2.09M as of Q2 2026.
- Meridian Financial Partners sold 920 NextEra Energy shares in Q2 2026, an estimated $83.2K.
- NextEra Energy made up 0.71% of Meridian Financial Partners's portfolio in Q2 2026, its #29 holding.
- Meridian Financial Partners first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Meridian Financial Partners's NextEra Energy position peaked at $2.28M in Q1 2026.
- 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.