Meridian Financial’s NextEra Energy NEE Stock Holding History

Meridian Financial’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	$267K	Hold	3,044	–	–	0.13%	129
2026 Q1	$283K	Hold	3,044	–	–	0.15%	113
2025 Q4	$244K	Buy	3,044 +42	+1%	+$3.48K	0.13%	126
2025 Q3	$227K	Hold	3,002	–	–	0.13%	127
2025 Q2	$208K	Hold	3,002	–	–	0.13%	124
2025 Q1	$213K	Hold	3,002	–	–	0.15%	113
2024 Q4	$215K	Sell	3,002 -300	-9%	-$23.3K	0.15%	108
2024 Q3	$279K	Hold	3,302	–	–	0.19%	103
2024 Q2	$234K	Hold	3,302	–	–	0.17%	110
2024 Q1	$211K	Hold	3,302	–	–	0.16%	117
2023 Q4	$201K	Buy	+3,302	New	+$188K	0.16%	114
2023 Q3	–	Sell	-2,902	Closed	-$215K	–	100
2023 Q2	$215K	Hold	2,902	–	–	0.19%	97
2023 Q1	$224K	Hold	2,902	–	–	0.22%	91
2022 Q4	$243K	Hold	2,902	–	–	0.26%	75
2022 Q3	$228K	Hold	2,902	–	–	0.26%	77
2022 Q2	$225K	Hold	2,902	–	–	0.25%	79
2022 Q1	$246K	Hold	2,902	–	–	0.26%	77
2021 Q4	$271K	Buy	+2,902	New	+$251K	0.25%	72

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 $3.37T AUM 44.26% 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

Meridian Financial's NEE Position: Q2 2026 in Review

Meridian Financial held its NextEra Energy (NEE) position steady in Q2 2026 at 3,044 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #129.

Meridian Financial first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $283K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Meridian Financial held 3,044 shares of NextEra Energy worth $267K as of Q2 2026.
Meridian Financial left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.13% of Meridian Financial's portfolio in Q2 2026, its #129 holding.
Meridian Financial first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Meridian Financial's NextEra Energy position peaked at $283K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.