Meridian Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.78M | Buy |
20,265
+5,565
| +38% | +$503K | 0.05% | 280 |
|
|
2026
Q1 | $1.37M | Sell |
14,700
-712
| -5% | -$63.3K | 0.05% | 300 |
|
|
2025
Q4 | $1.24M | Sell |
15,412
-1,715
| -10% | -$142K | 0.04% | 311 |
|
|
2025
Q3 | $1.29M | Buy |
17,127
+2,891
| +20% | +$211K | 0.05% | 282 |
|
|
2025
Q2 | $988K | Sell |
14,236
-5,649
| -28% | -$392K | 0.04% | 310 |
|
|
2025
Q1 | $1.41M | Buy |
19,885
+2,809
| +16% | +$198K | 0.07% | 223 |
|
|
2024
Q4 | $1.22M | Sell |
17,076
-515
| -3% | -$40K | 0.06% | 253 |
|
|
2024
Q3 | $1.49M | Sell |
17,591
-1,608
| -8% | -$125K | 0.07% | 216 |
|
|
2024
Q2 | $1.36M | Buy |
+19,199
| New | +$1.36M | 0.16% | 102 |
|
|
2024
Q1 | – | Sell |
-22,065
| Closed | -$1.34M | – | 389 |
|
|
2023
Q4 | $1.34M | Sell |
22,065
-3,765
| -15% | -$215K | 0.09% | 217 |
|
|
2023
Q3 | $1.48M | Sell |
25,830
-5,938
| -19% | -$411K | 0.09% | 188 |
|
|
2023
Q2 | $2.36M | Sell |
31,768
-4,660
| -13% | -$353K | 0.2% | 107 |
|
|
2023
Q1 | $2.81M | Buy |
36,428
+795
| +2% | +$61.1K | 0.24% | 96 |
|
|
2022
Q4 | $2.98M | Sell |
35,633
-87
| -0.2% | -$7.03K | 0.29% | 77 |
|
|
2022
Q3 | $2.8M | Sell |
35,720
-8,219
| -19% | -$697K | 0.3% | 79 |
|
|
2022
Q2 | $3.4M | Buy |
43,939
+11,765
| +37% | +$896K | 0.28% | 90 |
|
|
2022
Q1 | $2.73M | Sell |
32,174
-1,607
| -5% | -$129K | 0.3% | 75 |
|
|
2021
Q4 | $3.15M | Buy |
33,781
+1,405
| +4% | +$121K | 0.34% | 67 |
|
|
2021
Q3 | $2.54M | Buy |
32,376
+1,656
| +5% | +$134K | 0.31% | 70 |
|
|
2021
Q2 | $2.25M | Buy |
30,720
+110
| +0.4% | +$8.26K | 0.29% | 76 |
|
|
2021
Q1 | $2.31M | Buy |
30,610
+6,258
| +26% | +$488K | 0.34% | 64 |
|
|
2020
Q4 | $1.88M | Buy |
24,352
+928
| +4% | +$69.4K | 0.3% | 71 |
|
|
2020
Q3 | $1.63M | Sell |
23,424
-32
| -0.1% | -$2.21K | 0.4% | 52 |
|
|
2020
Q2 | $1.41M | Sell |
23,456
-16,440
| -41% | -$984K | 0.47% | 46 |
|
|
2020
Q1 | $2.4M | Buy |
39,896
+13,260
| +50% | +$834K | 1.06% | 20 |
|
|
2019
Q4 | $1.61M | Sell |
26,636
-7,928
| -23% | -$463K | 0.78% | 24 |
|
|
2019
Q3 | $2.01M | Buy |
34,564
+52
| +0.2% | +$2.81K | 0.95% | 19 |
|
|
2019
Q2 | $17.7K | Sell |
34,512
-376
| -1% | -$18.5K | 0.72% | 22 |
|
|
2019
Q1 | $1.69M | Buy |
34,888
+2,868
| +9% | +$131K | 0.77% | 22 |
|
|
2018
Q4 | $1.39M | Buy |
32,020
+17,848
| +126% | +$780K | 0.82% | 24 |
|
|
2018
Q3 | $594K | Sell |
14,172
-10,672
| -43% | -$454K | 0.26% | 69 |
|
|
2018
Q2 | $1.04M | Sell |
24,844
-404
| -2% | -$16.3K | 0.49% | 36 |
|
|
2018
Q1 | $1.03M | Buy |
25,248
+620
| +3% | +$23.9K | 0.51% | 36 |
|
|
2017
Q4 | $930K | Hold |
24,628
| – | – | 0.57% | 35 |
|
|
2017
Q3 | $903K | Buy |
24,628
+912
| +4% | +$33.4K | 0.57% | 35 |
|
|
2017
Q2 | $831K | Buy |
23,716
+8
| +0% | +$273 | 0.53% | 36 |
|
|
2017
Q1 | $761K | Buy |
23,708
+7,200
| +44% | +$226K | 0.46% | 50 |
|
|
2016
Q4 | $498K | Buy |
+16,508
| New | +$493K | 0.39% | 62 |
|
Other funds holding NEE
Meridian Wealth Management's NEE Position: Q2 2026 in Review
Meridian Wealth Management increased its NextEra Energy (NEE) stake by 38% in Q2 2026, buying an estimated $503K and bringing the position to 20,265 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #280.
Meridian Wealth Management first reported a position in NEE in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.4M in Q2 2022. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Meridian Wealth Management held 20,265 shares of NextEra Energy worth $1.78M as of Q2 2026.
- Meridian Wealth Management bought 5,565 NextEra Energy shares in Q2 2026, an estimated $503K.
- NextEra Energy made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #280 holding.
- Meridian Wealth Management first reported a position in NextEra Energy in Q4 2016 and has held it in 38 quarters since.
- Meridian Wealth Management's NextEra Energy position peaked at $3.4M in Q2 2022.
- 1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.