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Meridian Financial Partners’s NextEra Energy NEE Stock Holding History

Meridian Financial Partners’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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. 1,292 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.
  • 1,292 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.