Meridian Wealth Management’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Meridian Wealth Management’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-89,288	Closed	-$3.55M	–	721
2025 Q2	$3.55M	Sell	89,288 -1,628	-2%	-$65.2K	0.15%	144
2025 Q1	$3.69M	Buy	90,916 +12,221	+16%	+$499K	0.18%	127
2024 Q4	$3.22M	Sell	78,695 -4,369	-5%	-$192K	0.15%	142
2024 Q3	$3.85M	Sell	83,064 -3,811	-4%	-$170K	0.19%	118
2024 Q2	$3.6M	Buy	+86,875	New	+$3.67M	0.43%	56

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Meridian Wealth Management's NEE.PRR Position: Q3 2025 in Review

Meridian Wealth Management sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 89,288 shares — an estimated $3.55M sold.

Meridian Wealth Management first reported a position in NEE.PRR in Q2 2024 and held it in 5 quarters. The position peaked at $3.85M in Q3 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Meridian Wealth Management reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Meridian Wealth Management sold 89,288 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $3.55M.
Meridian Wealth Management first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q2 2024 and held it in 5 quarters.
Meridian Wealth Management's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $3.85M in Q3 2024.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.