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 Q3	$177K	Buy	+2,340	New	+$198K	0.08%	123
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%	+$1.84K	0.15%	105
2024 Q4	$229K	Buy	+3,200	New	+$249K	0.16%	103

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Meriwether Wealth & Planning's NEE Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in NextEra Energy (NEE) in Q3 2026: 2,340 shares worth $177K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in NEE as recently as Q1 2026.

Meriwether Wealth & Planning first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q3 2025. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Meriwether Wealth & Planning held 2,340 shares of NextEra Energy worth $177K as of Q3 2026.
NextEra Energy was a new Meriwether Wealth & Planning position in Q3 2026.
NextEra Energy made up 0.08% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #123 holding.
Meriwether Wealth & Planning first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's NextEra Energy position peaked at $247K in Q3 2025.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.