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Meriwether Wealth & Planning’s NextEra Energy NEE Stock Holding History

Meriwether Wealth & Planning’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
-2,459
Closed -$228K – 128
2026
Q1 		$228K Sell
2,459
-400
-14% -$35.6K 0.13% 111
2025
Q4 		$230K Sell
2,859
-419
-13% -$34.7K 0.13% 110
2025
Q3 		$247K Buy
3,278
+50
+2% +$3.65K 0.14% 105
2025
Q2 		$224K Buy
3,228
+2
+0.1% +$139 0.14% 114
2025
Q1 		$229K Buy
3,226
+26
+0.8% +$1.83K 0.15% 105
2024
Q4 		$229K Buy
+3,200
New +$249K 0.16% 103

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Meriwether Wealth & Planning's NEE Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,459 shares — an estimated $228K sold.

Meriwether Wealth & Planning first reported a position in NEE in Q4 2024 and held it in 6 quarters. The position peaked at $247K in Q3 2025. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Meriwether Wealth & Planning reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 2,459 NextEra Energy shares in Q2 2026, an estimated $228K.
  • Meriwether Wealth & Planning first reported a position in NextEra Energy in Q4 2024 and held it in 6 quarters.
  • Meriwether Wealth & Planning's NextEra Energy position peaked at $247K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.