Merriman Wealth Management’s NextEra Energy NEE Stock Holding History

Merriman Wealth 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	$217K	Buy	3,021 +97	+3%	+$7.54K	0.01%	193
2024 Q3	$247K	Buy	2,924 +18	+0.6%	+$1.41K	0.01%	195
2024 Q2	$206K	Buy	+2,906	New	+$206K	0.01%	199
2023 Q1	–	Sell	-2,415	Closed	-$202K	–	214
2022 Q4	$202K	Sell	2,415 -250	-9%	-$20.2K	0.01%	198
2022 Q3	$209K	Sell	2,665 -861	-24%	-$73K	0.01%	166
2022 Q2	$273K	Buy	3,526 +484	+16%	+$36.8K	0.02%	135
2022 Q1	$258K	Buy	3,042 +664	+28%	+$53.2K	0.02%	178
2021 Q4	$222K	Buy	+2,378	New	+$206K	0.02%	198

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merriman Wealth Management's NEE Position: Q4 2024 in Review

Merriman Wealth Management increased its NextEra Energy (NEE) stake by 3.3% in Q4 2024, buying an estimated $7.54K and bringing the position to 3,021 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #193.

Merriman Wealth Management first reported a position in NEE in Q4 2021 and has held it in 8 quarters since. The position peaked at $273K in Q2 2022. 2,773 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Merriman Wealth Management held 3,021 shares of NextEra Energy worth $217K as of Q4 2024.
Merriman Wealth Management bought 97 NextEra Energy shares in Q4 2024, an estimated $7.54K.
NextEra Energy made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #193 holding.
Merriman Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 8 quarters since.
Merriman Wealth Management's NextEra Energy position peaked at $273K in Q2 2022.
2,773 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.