Meridian Financial Partners LLC

Position in NEE — Nextera Energy Inc

CIK 1763722 WARRENTON, VA

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,054,695

-$205,075 QoQ

Shares Held

23,410

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#1,167

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Meridian Financial Partners LLC holds $4,779,107 across 3 Utilities - Regulated Electric names. NEE ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	23,410	$2,054,695
2	DUK	Duke Energy CORP	13,885	$1,757,563
3	D	Dominion Energy, Inc	14,158	$966,849

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,054,695	23,410	-3.8%	Shares	Sole	2026-07-24
2026-03-31	$2,259,770	24,330	+0.6%	Shares	Sole	2026-04-15
2025-12-31	$1,941,732	24,187	-0.5%	Shares	Sole	2026-02-05
2025-09-30	$1,834,557	24,302	+0.7%	Shares	Sole	2025-10-20
2025-06-30	$1,675,174	24,131	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$1,693,491	23,889	+1.3%	Shares	Sole	2025-04-14
2024-12-31	$1,691,167	23,590	+0.7%	Shares	Sole	2025-01-14
2024-09-30	$1,980,960	23,435	+0.3%	Shares	Sole	2024-10-17
2024-06-30	$1,654,050	23,359	+1.4%	Shares	Sole	2024-07-19
2024-03-31	$1,472,166	23,035	+2.6%	Shares	Sole	2024-04-17
2023-12-31	$1,364,098	22,458	+4.0%	Shares	Sole	2024-01-19
2023-09-30	$1,236,833	21,589	+0.1%	Shares	Sole	2023-10-20
2023-06-30	$1,600,716	21,573	+3.8%	Shares	Sole	2023-07-24
2023-03-31	$1,602,724	20,793	+2.0%	Shares	Sole	2023-04-19
2022-12-31	$1,704,102	20,384	+0.9%	Shares	Sole	2023-01-20
2022-09-30	$1,583,411	20,194	-0.1%	Shares	Sole	2022-10-24
2022-06-30	$1,565,234	20,207	+5.8%	Shares	Sole	2022-07-29
2022-03-31	$1,618,130	19,102	+2.0%	Shares	Sole	2022-05-02
2021-12-31	$1,747,699	18,720	+3.6%	Shares	Sole	2022-01-27
2021-09-30	$1,418,620	18,067	+0.2%	Shares	Sole	2021-10-25
2021-06-30	$1,321,238	18,030	+3.2%	Shares	Sole	2021-07-21
2021-03-31	$1,320,831	17,469	+2.7%	Shares	Sole	2021-04-21
2020-12-31	$1,311,704	17,002	+303.7%	Shares	Sole	2021-01-21
2020-09-30	$1,169,082	4,212	-2.0%	Shares	Sole	2020-11-02
2020-06-30	$1,032,731	4,300	+44.8%	Shares	Sole	2020-07-21
2020-03-31	$714,400	2,969	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.