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Meridian Wealth Advisors’s NextEra Energy NEE Stock Holding History

Meridian Wealth Advisors’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
Q1 		$234K Sell
2,522
-460
-15% -$40.9K 0.03% 181
2025
Q4 		$239K Sell
2,982
-556
-16% -$46.1K 0.03% 171
2025
Q3 		$267K Buy
3,538
+112
+3% +$8.18K 0.04% 158
2025
Q2 		$238K Sell
3,426
-514
-13% -$35.7K 0.04% 162
2025
Q1 		$279K Sell
3,940
-1,086
-22% -$76.7K 0.05% 149
2024
Q4 		$360K Sell
5,026
-3
-0.1% -$233 0.06% 136
2024
Q3 		$425K Buy
5,029
+427
+9% +$33.3K 0.07% 129
2024
Q2 		$326K Buy
4,602
+837
+22% +$59.4K 0.06% 140
2024
Q1 		$241K Sell
3,765
-16
-0.4% -$937 0.05% 161
2023
Q4 		$230K Sell
3,781
-198
-5% -$11.3K 0.05% 163
2023
Q3 		$228K Buy
3,979
+113
+3% +$7.82K 0.06% 163
2023
Q2 		$287K Sell
3,866
-38
-1% -$2.88K 0.07% 149
2023
Q1 		$301K Hold
3,904
– – 0.08% 149
2022
Q4 		$326K Buy
3,904
+38
+1% +$3.07K 0.08% 146
2022
Q3 		$303K Hold
3,866
– – 0.09% 148
2022
Q2 		$299K Sell
3,866
-38
-1% -$2.89K 0.08% 157
2022
Q1 		$331K Buy
3,904
+870
+29% +$69.7K 0.08% 158
2021
Q4 		$283K Hold
3,034
– – 0.07% 166
2021
Q3 		$238K Hold
3,034
– – 0.07% 175
2021
Q2 		$222K Buy
3,034
+54
+2% +$4.05K 0.06% 184
2021
Q1 		$225K Sell
2,980
-1,042
-26% -$81.3K 0.07% 165
2020
Q4 		$310K Buy
4,022
+6
+0.1% +$449 0.11% 136
2020
Q3 		$279K Buy
4,016
+4
+0.1% +$276 0.12% 133
2020
Q2 		$241K Buy
4,012
+532
+15% +$31.8K 0.11% 145
2020
Q1 		$209K Sell
3,480
-76
-2% -$4.78K 0.12% 131
2019
Q4 		$215K Hold
3,556
– – 0.08% 149
2019
Q3 		$207K Buy
+3,556
New +$192K 0.09% 147
2019
Q1 		– Sell
-1,088
Closed -$47K – 305
2018
Q4 		$47K Buy
+1,088
New +$47.6K 0.04% 259

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Advisors's NEE Position: Q1 2026 in Review

Meridian Wealth Advisors reduced its NextEra Energy (NEE) stake by 15% in Q1 2026, selling an estimated $40.9K and leaving 2,522 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #181.

Meridian Wealth Advisors first reported a position in NEE in Q4 2018 and has held it in 28 quarters since. The position peaked at $425K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Meridian Wealth Advisors held 2,522 shares of NextEra Energy worth $234K as of Q1 2026.
  • Meridian Wealth Advisors sold 460 NextEra Energy shares in Q1 2026, an estimated $40.9K.
  • NextEra Energy made up 0.03% of Meridian Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • Meridian Wealth Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 28 quarters since.
  • Meridian Wealth Advisors's NextEra Energy position peaked at $425K in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.