Merit Financial Group’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 | $10.4M | Buy |
117,949
+28,348
| +32% | +$2.56M | 0.06% | 253 |
|
|
2026
Q1 | $8.32M | Buy |
89,601
+7,466
| +9% | +$664K | 0.06% | 269 |
|
|
2025
Q4 | $6.59M | Buy |
82,135
+10,805
| +15% | +$895K | 0.05% | 284 |
|
|
2025
Q3 | $5.38M | Buy |
71,330
+216
| +0.3% | +$15.8K | 0.05% | 306 |
|
|
2025
Q2 | $4.94M | Buy |
71,114
+24,941
| +54% | +$1.73M | 0.06% | 281 |
|
|
2025
Q1 | $3.27M | Buy |
46,173
+14,804
| +47% | +$1.04M | 0.05% | 299 |
|
|
2024
Q4 | $2.25M | Buy |
31,369
+8,564
| +38% | +$665K | 0.04% | 331 |
|
|
2024
Q3 | $1.93M | Sell |
22,805
-3,639
| -14% | -$284K | 0.04% | 280 |
|
|
2024
Q2 | $1.87M | Buy |
26,444
+2,000
| +8% | +$142K | 0.04% | 281 |
|
|
2024
Q1 | $1.71M | Buy |
24,444
+4,533
| +23% | +$266K | 0.04% | 285 |
|
|
2023
Q4 | $1.21M | Buy |
19,911
+3,362
| +20% | +$192K | 0.04% | 270 |
|
|
2023
Q3 | $948K | Sell |
16,549
-3,056
| -16% | -$212K | 0.03% | 332 |
|
|
2023
Q2 | $1.45M | Buy |
19,605
+1,579
| +9% | +$120K | 0.05% | 272 |
|
|
2023
Q1 | $1.39M | Sell |
18,026
-103
| -0.6% | -$7.92K | 0.05% | 243 |
|
|
2022
Q4 | $1.52M | Buy |
18,129
+3,733
| +26% | +$302K | 0.05% | 234 |
|
|
2022
Q3 | $1.13M | Buy |
14,396
+2,633
| +22% | +$223K | 0.05% | 229 |
|
|
2022
Q2 | $911K | Buy |
11,763
+197
| +2% | +$15K | 0.03% | 273 |
|
|
2022
Q1 | $980K | Buy |
11,566
+2,239
| +24% | +$179K | 0.06% | 156 |
|
|
2021
Q4 | $871K | Sell |
9,327
-341
| -4% | -$29.5K | 0.09% | 111 |
|
|
2021
Q3 | $759K | Buy |
9,668
+515
| +6% | +$41.5K | 0.08% | 124 |
|
|
2021
Q2 | $671K | Buy |
9,153
+64
| +0.7% | +$4.8K | 0.06% | 134 |
|
|
2021
Q1 | $687K | Buy |
9,089
+18
| +0.2% | +$1.41K | 0.07% | 127 |
|
|
2020
Q4 | $700K | Buy |
9,071
+183
| +2% | +$13.7K | 0.07% | 110 |
|
|
2020
Q3 | $617K | Buy |
8,888
+16
| +0.2% | +$1.1K | 0.06% | 122 |
|
|
2020
Q2 | $533K | Sell |
8,872
-3,576
| -29% | -$214K | 0.05% | 122 |
|
|
2020
Q1 | $749K | Sell |
12,448
-1,224
| -9% | -$76.9K | 0.08% | 92 |
|
|
2019
Q4 | $828K | Buy |
13,672
+10,172
| +291% | +$594K | 0.07% | 97 |
|
|
2019
Q3 | $204K | Buy |
+3,500
| New | +$189K | 0.02% | 134 |
|
|
2019
Q1 | – | Sell |
-13,908
| Closed | -$604K | – | 125 |
|
|
2018
Q4 | $604K | Sell |
13,908
-1,076
| -7% | -$47.1K | 0.09% | 42 |
|
|
2018
Q3 | $627K | Buy |
14,984
+5,816
| +63% | +$248K | 0.1% | 43 |
|
|
2018
Q2 | $382K | Buy |
9,168
+756
| +9% | +$30.5K | 0.07% | 68 |
|
|
2018
Q1 | $343K | Sell |
8,412
-740
| -8% | -$28.5K | 0.07% | 67 |
|
|
2017
Q4 | $357K | Buy |
+9,152
| New | +$353K | 0.08% | 69 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Merit Financial Group's NEE Position: Q2 2026 in Review
Merit Financial Group increased its NextEra Energy (NEE) stake by 32% in Q2 2026, buying an estimated $2.56M and bringing the position to 117,949 shares worth $10.4M. The position accounts for 0.06% of the portfolio, ranked #253.
Merit Financial Group first reported a position in NEE in Q4 2017 and has held it in 33 quarters since. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Merit Financial Group held 117,949 shares of NextEra Energy worth $10.4M as of Q2 2026.
- Merit Financial Group bought 28,348 NextEra Energy shares in Q2 2026, an estimated $2.56M.
- NextEra Energy made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #253 holding.
- Merit Financial Group first reported a position in NextEra Energy in Q4 2017 and has held it in 33 quarters since.
- 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.