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Disclosery

Meridian Financial Partners LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Financial Partners LLC on NEE, newest first. How the timeline and the estimate are built.

Meridian Financial Partners LLC held 23,410 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,410 shares
    Change vs previous 13F -920 shares

    0.71% of the 13F portfolio, value $2,085,831.

    13F-HR 0001763722-26-000003 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,330 shares
    Change vs previous 13F +143 shares

    0.87% of the 13F portfolio, value $2,278,959.

    13F-HR 0001763722-26-000002 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,187 shares
    Change vs previous 13F -115 shares

    0.8% of the 13F portfolio, value $2,028,064.

    13F-HR 0001763722-26-000001 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,302 shares
    Change vs previous 13F +171 shares

    0.85% of the 13F portfolio, value $2,042,333.

    13F-HR 0001763722-25-000007 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,131 shares
    Change vs previous 13F +242 shares

    0.79% of the 13F portfolio, value $1,675,000.

    13F-HR 0001763722-25-000005 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,889 shares
    Change vs previous 13F +299 shares

    0.86% of the 13F portfolio, value $1,693,000.

    13F-HR 0001763722-25-000003 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,590 shares
    Change vs previous 13F +155 shares

    0.89% of the 13F portfolio, value $1,691,000.

    13F-HR 0001763722-25-000001 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,435 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,981,000.

    13F-HR 0001763722-24-000008 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).