Meridian Financial Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
24,131
+242
| +1% | +$16.8K | 0.79% | 29 |
|
|
2025
Q1 | $1.69M | Buy |
23,889
+299
| +1% | +$21.2K | 0.86% | 25 |
|
|
2024
Q4 | $1.69M | Buy |
23,590
+155
| +0.7% | +$11.1K | 0.89% | 24 |
|
|
2024
Q3 | $1.98M | Buy |
23,435
+76
| +0.3% | +$6.42K | 1% | 22 |
|
|
2024
Q2 | $1.67M | Buy |
23,359
+324
| +1% | +$23.2K | 0.99% | 23 |
|
|
2024
Q1 | $1.42M | Buy |
23,035
+577
| +3% | +$35.6K | 1.83% | 14 |
|
|
2023
Q4 | $1.3M | Buy |
22,458
+869
| +4% | +$50.1K | 1.33% | 20 |
|
|
2023
Q3 | $1.13M | Buy |
21,589
+16
| +0.1% | +$838 | 1.16% | 21 |
|
|
2023
Q2 | $1.6M | Buy |
21,573
+780
| +4% | +$57.8K | 0.96% | 24 |
|
|
2023
Q1 | $1.63M | Buy |
20,793
+409
| +2% | +$32K | 1.85% | 12 |
|
|
2022
Q4 | $1.68M | Buy |
20,384
+190
| +0.9% | +$15.7K | 1.89% | 15 |
|
|
2022
Q3 | $1.45M | Sell |
20,194
-13
| -0.1% | -$933 | 2.05% | 12 |
|
|
2022
Q2 | $1.62M | Buy |
20,207
+1,105
| +6% | +$88.8K | 1.1% | 24 |
|
|
2022
Q1 | $1.62M | Buy |
19,102
+382
| +2% | +$32.4K | 2.41% | 11 |
|
|
2021
Q4 | $1.55M | Buy |
18,720
+653
| +4% | +$53.9K | 1.05% | 21 |
|
|
2021
Q3 | $1.45M | Buy |
18,067
+37
| +0.2% | +$2.97K | 0.97% | 21 |
|
|
2021
Q2 | $1.39M | Buy |
18,030
+561
| +3% | +$43.3K | 0.95% | 22 |
|
|
2021
Q1 | $1.41M | Buy |
17,469
+467
| +3% | +$37.6K | 1.06% | 19 |
|
|
2020
Q4 | $1.43M | Buy |
17,002
+154
| +0.9% | +$12.9K | 1.1% | 17 |
|
|
2020
Q3 | $1.28M | Sell |
16,848
-352
| -2% | -$26.6K | 1.07% | 20 |
|
|
2020
Q2 | $1.13M | Buy |
17,200
+5,324
| +45% | +$349K | 1.02% | 18 |
|
|
2020
Q1 | $731K | Sell |
11,876
-136
| -1% | -$8.37K | 0.79% | 20 |
|
|
2019
Q4 | $724K | Buy |
12,012
+144
| +1% | +$8.68K | 0.73% | 22 |
|
|
2019
Q3 | $680K | Buy |
11,868
+572
| +5% | +$32.8K | 0.76% | 23 |
|
|
2019
Q2 | $588K | Buy |
11,296
+196
| +2% | +$10.2K | 0.66% | 27 |
|
|
2019
Q1 | $526K | Buy |
11,100
+2,452
| +28% | +$116K | 0.6% | 29 |
|
|
2018
Q4 | $376K | Buy |
+8,648
| New | +$376K | 0.51% | 37 |
|