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Meritage Portfolio Management’s NextEra Energy NEE Stock Holding History

Meritage Portfolio 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
2025
Q4 		$437K Sell
5,449
-30
-0.5% -$2.48K 0.03% 233
2025
Q3 		$414K Sell
5,479
-17
-0.3% -$1.24K 0.03% 249
2025
Q2 		$382K Sell
5,496
-55
-1% -$3.82K 0.02% 269
2025
Q1 		$394K Buy
5,551
+200
+4% +$14.1K 0.03% 263
2024
Q4 		$384K Buy
5,351
+103
+2% +$8K 0.02% 271
2024
Q3 		$444K Hold
5,248
– – 0.03% 268
2024
Q2 		$372K Sell
5,248
-3
-0.1% -$213 0.02% 267
2024
Q1 		$336K Buy
5,251
+38
+0.7% +$2.23K 0.02% 285
2023
Q4 		$317K Buy
5,213
+512
+11% +$29.2K 0.02% 291
2023
Q3 		$269K Buy
4,701
+177
+4% +$12.3K 0.02% 297
2023
Q2 		$336K Hold
4,524
– – 0.02% 283
2023
Q1 		$349K Buy
4,524
+19
+0.4% +$1.46K 0.03% 235
2022
Q4 		$377K Buy
4,505
+213
+5% +$17.2K 0.03% 236
2022
Q3 		$337K Buy
4,292
+132
+3% +$11.2K 0.03% 236
2022
Q2 		$322K Hold
4,160
– – 0.03% 241
2022
Q1 		$352K Hold
4,160
– – 0.02% 249
2021
Q4 		$388K Sell
4,160
-12
-0.3% -$1.04K 0.02% 233
2021
Q3 		$328K Hold
4,172
– – 0.02% 238
2021
Q2 		$306K Hold
4,172
– – 0.02% 248
2021
Q1 		$315K Hold
4,172
– – 0.02% 235
2020
Q4 		$322K Hold
4,172
– – 0.02% 222
2020
Q3 		$289K Hold
4,172
– – 0.03% 207
2020
Q2 		$250K Hold
4,172
– – 0.02% 197
2020
Q1 		$251K Sell
4,172
-60
-1% -$3.77K 0.03% 170
2019
Q4 		$256K Buy
4,232
+12
+0.3% +$701 0.02% 223
2019
Q3 		$246K Hold
4,220
– – 0.02% 216
2019
Q2 		$216K Hold
4,220
– – 0.02% 214
2019
Q1 		$204K Sell
4,220
-744
-15% -$34K 0.02% 177
2018
Q4 		$216K Buy
+4,964
New +$217K 0.02% 170

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meritage Portfolio Management's NEE Position: Q4 2025 in Review

Meritage Portfolio Management reduced its NextEra Energy (NEE) stake by 0.55% in Q4 2025, selling an estimated $2.48K and leaving 5,449 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #233.

Meritage Portfolio Management first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $444K in Q3 2024. 2,964 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Meritage Portfolio Management held 5,449 shares of NextEra Energy worth $437K as of Q4 2025.
  • Meritage Portfolio Management sold 30 NextEra Energy shares in Q4 2025, an estimated $2.48K.
  • NextEra Energy made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #233 holding.
  • Meritage Portfolio Management first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
  • Meritage Portfolio Management's NextEra Energy position peaked at $444K in Q3 2024.
  • 2,964 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.