Meridian Financial’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Hold
2025
Q2
$208K Hold
2025
Q1
$213K Hold
2024
Q4
$215K Sell
2024
Q3
$279K Hold
2024
Q2
$234K Hold
2024
Q1
$211K Hold
2023
Q4
$201K Buy
2023
Q3
Sell
2023
Q2
$215K Hold
2023
Q1
$224K Hold
2022
Q4
$243K Hold
2022
Q3
$228K Hold
2022
Q2
$225K Hold
2022
Q1
$246K Hold
2021
Q4
$271K Buy