Merrion Investment Management’s NextEra Energy NEE Stock Holding History

Merrion Investment 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
2026 Q2	$345K	Hold	3,935	–	–	0.16%	91
2026 Q1	$365K	Sell	3,935 -1,000	-20%	-$88.9K	0.2%	86
2025 Q4	$396K	Hold	4,935	–	–	0.21%	82
2025 Q3	$373K	Hold	4,935	–	–	0.21%	84
2025 Q2	$343K	Sell	4,935 -2,075	-30%	-$144K	0.22%	83
2025 Q1	$497K	Hold	7,010	–	–	0.36%	61
2024 Q4	$503K	Hold	7,010	–	–	0.35%	61
2024 Q3	$593K	Hold	7,010	–	–	0.39%	53
2024 Q2	$496K	Hold	7,010	–	–	0.34%	57
2024 Q1	$448K	Hold	7,010	–	–	0.32%	62
2023 Q4	$426K	Hold	7,010	–	–	0.33%	61
2023 Q3	$402K	Sell	7,010 -375	-5%	-$26K	0.35%	56
2023 Q2	$548K	Hold	7,385	–	–	0.46%	44
2023 Q1	$569K	Sell	7,385 -500	-6%	-$38.5K	0.54%	38
2022 Q4	$659K	Hold	7,885	–	–	0.61%	33
2022 Q3	$618K	Sell	7,885 -175	-2%	-$14.8K	0.61%	36
2022 Q2	$624K	Hold	8,060	–	–	0.6%	34
2022 Q1	$682K	Hold	8,060	–	–	0.5%	41
2021 Q4	$752K	Hold	8,060	–	–	0.55%	37
2021 Q3	$632K	Hold	8,060	–	–	0.48%	44
2021 Q2	$590K	Hold	8,060	–	–	0.45%	45
2021 Q1	$609K	Hold	8,060	–	–	0.51%	42
2020 Q4	$622K	Buy	+8,060	New	+$603K	0.53%	38

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Merrion Investment Management's NEE Position: Q2 2026 in Review

Merrion Investment Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,935 shares worth $345K. The position accounts for 0.16% of the portfolio, ranked #91.

Merrion Investment Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $752K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Merrion Investment Management held 3,935 shares of NextEra Energy worth $345K as of Q2 2026.
Merrion Investment Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.16% of Merrion Investment Management's portfolio in Q2 2026, its #91 holding.
Merrion Investment Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's NextEra Energy position peaked at $752K in Q4 2021.
1,083 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.