Meridiem Investment Management’s NextEra Energy NEE Stock Holding History

Meridiem Investment Management’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
2024 Q4	–	Sell	-2,810	Closed	-$238K	–	64
2024 Q3	$238K	Buy	+2,810	New	+$219K	﹤0.01%	45
2022 Q4	–	Sell	-3,400	Closed	-$267K	–	84
2022 Q3	$267K	Buy	+3,400	New	+$288K	0.01%	42
2021 Q1	–	Sell	-1,160	Closed	-$89K	–	98
2020 Q4	$89K	Buy	+1,160	New	+$86.8K	﹤0.01%	68

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridiem Investment Management's NEE Position: Q4 2024 in Review

Meridiem Investment Management sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,810 shares — an estimated $238K sold.

Meridiem Investment Management first reported a position in NEE in Q4 2020 and held it in 3 quarters. The position peaked at $267K in Q3 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Meridiem Investment Management reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Meridiem Investment Management sold 2,810 NextEra Energy shares in Q4 2024, an estimated $238K.
Meridiem Investment Management first reported a position in NextEra Energy in Q4 2020 and held it in 3 quarters.
Meridiem Investment Management's NextEra Energy position peaked at $267K in Q3 2022.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Meridiem Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.