Meridian Financial’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 | $208K | Hold |
3,002
| – | – | 0.13% | 124 |
|
|
2025
Q1 | $213K | Hold |
3,002
| – | – | 0.15% | 113 |
|
|
2024
Q4 | $215K | Sell |
3,002
-300
| -9% | -$21.5K | 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 | +$201K | 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 | +$271K | 0.25% | 72 |
|