Meridian Investment Counsel’s NextEra Energy NEE Stock Holding History

Meridian Investment Counsel’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	$1.32M	Hold	15,053	–	–	0.28%	99
2026 Q1	$1.4M	Hold	15,053	–	–	0.33%	93
2025 Q4	$1.21M	Sell	15,053 -215	-1%	-$17.8K	0.29%	98
2025 Q3	$1.15M	Buy	15,268 +258	+2%	+$18.9K	0.28%	95
2025 Q2	$1.04M	Hold	15,010	–	–	0.28%	99
2025 Q1	$1.06M	Hold	15,010	–	–	0.31%	92
2024 Q4	$1.08M	Hold	15,010	–	–	0.32%	88
2024 Q3	$1.27M	Buy	15,010 +190	+1%	+$14.8K	0.38%	78
2024 Q2	$1.05M	Hold	14,820	–	–	0.33%	82
2024 Q1	$947K	Buy	14,820 +33	+0.2%	+$1.93K	0.31%	84
2023 Q4	$898K	Sell	14,787 -380	-3%	-$21.7K	0.31%	84
2023 Q3	$869K	Buy	15,167 +14	+0.1%	+$969	0.33%	81
2023 Q2	$1.12M	Hold	15,153	–	–	0.4%	70
2023 Q1	$1.17M	Hold	15,153	–	–	0.44%	63
2022 Q4	$1.27M	Buy	15,153 +2,379	+19%	+$192K	0.51%	59
2022 Q3	$1M	Buy	12,774 +69	+0.5%	+$5.85K	0.45%	69
2022 Q2	$984K	Hold	12,705	–	–	0.4%	75
2022 Q1	$1.08M	Hold	12,705	–	–	0.37%	76
2021 Q4	$1.19M	Hold	12,705	–	–	0.39%	72
2021 Q3	$998K	Hold	12,705	–	–	0.36%	80
2021 Q2	$931K	Hold	12,705	–	–	0.33%	85
2021 Q1	$961K	Hold	12,705	–	–	0.37%	75
2020 Q4	$980K	Sell	12,705 -135	-1%	-$10.1K	0.41%	68
2020 Q3	$891K	Hold	12,840	–	–	0.43%	63
2020 Q2	$771K	Hold	12,840	–	–	0.39%	67
2020 Q1	$772K	Hold	12,840	–	–	0.5%	60
2019 Q4	$777K	Hold	12,840	–	–	0.38%	73
2019 Q3	$748K	Sell	12,840 -256	-2%	-$13.9K	0.41%	75
2019 Q2	$671K	Buy	13,096 +36	+0.3%	+$1.77K	0.37%	77
2019 Q1	$631K	Hold	13,060	–	–	0.37%	77
2018 Q4	$568K	Hold	13,060	–	–	0.37%	75
2018 Q3	$547K	Hold	13,060	–	–	0.3%	91
2018 Q2	$545K	Hold	13,060	–	–	0.31%	89
2018 Q1	$533K	Sell	13,060 -48	-0.4%	-$1.85K	0.3%	89
2017 Q4	$512K	Hold	13,108	–	–	0.28%	93
2017 Q3	$480K	Hold	13,108	–	–	0.28%	95
2017 Q2	$459K	Hold	13,108	–	–	0.27%	99
2017 Q1	$421K	Hold	13,108	–	–	0.26%	104
2016 Q4	$391K	Hold	13,108	–	–	0.26%	104
2016 Q3	$401K	Hold	13,108	–	–	0.27%	105
2016 Q2	$427K	Sell	13,108 -248	-2%	-$7.45K	0.29%	98
2016 Q1	$395K	Buy	13,356 +60	+0.5%	+$1.68K	0.28%	102
2015 Q4	$345K	Buy	13,296 +600	+5%	+$15.2K	0.25%	101
2015 Q3	$310K	Sell	12,696 -400	-3%	-$10.2K	0.25%	102
2015 Q2	$321K	Hold	13,096	–	–	0.23%	112
2015 Q1	$341K	Hold	13,096	–	–	0.24%	110
2014 Q4	$348K	Hold	13,096	–	–	0.25%	104
2014 Q3	$307K	Hold	13,096	–	–	0.23%	110
2014 Q2	$336K	Hold	13,096	–	–	0.26%	106
2014 Q1	$313K	Hold	13,096	–	–	0.27%	101
2013 Q4	$280K	Buy	+13,096	New	+$276K	0.24%	106

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Meridian Investment Counsel's NEE Position: Q2 2026 in Review

Meridian Investment Counsel held its NextEra Energy (NEE) position steady in Q2 2026 at 15,053 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #99.

Meridian Investment Counsel first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.4M in Q1 2026. 1,380 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Meridian Investment Counsel held 15,053 shares of NextEra Energy worth $1.32M as of Q2 2026.
Meridian Investment Counsel left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.28% of Meridian Investment Counsel's portfolio in Q2 2026, its #99 holding.
Meridian Investment Counsel first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
Meridian Investment Counsel's NextEra Energy position peaked at $1.4M in Q1 2026.
1,380 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.