Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,778,659
+$413,323 QoQ
Shares Held
20,265
+37.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,279
of 3,000 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. NEE ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
|
12,730 | $593,472 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,778,659 | 20,265 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,365,336 | 14,700 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,237,275 | 15,412 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,292,917 | 17,127 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $988,263 | 14,236 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,409,647 | 19,885 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,224,178 | 17,076 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,486,967 | 17,591 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,359,481 | 19,199 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,340,228 | 22,065 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,479,800 | 25,830 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,357,185 | 31,768 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,807,870 | 36,428 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,978,918 | 35,633 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,800,805 | 35,720 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,403,514 | 43,939 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,725,459 | 32,174 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,153,793 | 33,781 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $2,542,162 | 32,376 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,251,161 | 30,720 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,314,422 | 30,610 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,878,756 | 24,352 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,625,391 | 5,856 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,408,356 | 5,864 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,399,943 | 9,974 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||