Meridian Wealth Partners’s NextEra Energy NEE Stock Holding History

Meridian Wealth Partners’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	–	Sell	-2,249	Closed	-$209K	–	130
2026 Q1	$209K	Buy	+2,249	New	+$200K	0.03%	114
2024 Q4	–	Sell	-2,397	Closed	-$203K	–	112
2024 Q3	$203K	Sell	2,397 -1,141	-32%	-$89K	0.03%	106
2024 Q2	$250K	Buy	3,538 +233	+7%	+$16.5K	0.04%	91
2024 Q1	$211K	Buy	+3,305	New	+$194K	0.04%	97
2023 Q3	–	Sell	-3,212	Closed	-$238K	–	97
2023 Q2	$238K	Buy	3,212 +125	+4%	+$9.46K	0.05%	80
2023 Q1	$238K	Buy	3,087 +342	+12%	+$26.3K	0.05%	83
2022 Q4	$230K	Buy	2,745 +65	+2%	+$5.25K	0.05%	79
2022 Q3	$210K	Buy	2,680 +52	+2%	+$4.41K	0.05%	79
2022 Q2	$203K	Buy	+2,628	New	+$200K	0.05%	79
2022 Q1	–	Sell	-2,374	Closed	-$221K	–	87
2021 Q4	$221K	Buy	+2,374	New	+$205K	0.04%	76
2021 Q2	–	Sell	-2,257	Closed	-$170K	–	834
2021 Q1	$170K	Sell	2,257 -1,328	-37%	-$104K	0.05%	75
2020 Q4	$276K	Buy	3,585 +9	+0.3%	+$673	0.11%	50
2020 Q3	$248K	Buy	3,576 +244	+7%	+$16.8K	0.13%	53
2020 Q2	$200K	Sell	3,332 -4	-0.1%	-$239	0.11%	56
2020 Q1	$201K	Buy	3,336 +12	+0.4%	+$754	0.12%	53
2019 Q4	$201K	Buy	+3,324	New	+$194K	0.13%	61

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meridian Wealth Partners's NEE Position: Q2 2026 in Review

Meridian Wealth Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,249 shares — an estimated $209K sold.

Meridian Wealth Partners first reported a position in NEE in Q4 2019 and held it in 16 quarters. The position peaked at $276K in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Meridian Wealth Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Meridian Wealth Partners sold 2,249 NextEra Energy shares in Q2 2026, an estimated $209K.
Meridian Wealth Partners first reported a position in NextEra Energy in Q4 2019 and held it in 16 quarters.
Meridian Wealth Partners's NextEra Energy position peaked at $276K in Q4 2020.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.