Mark Sheptoff Financial Planning’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9M | Sell |
175,488
-7,962
| -4% | -$708K | 8.94% | 2 |
|
|
2025
Q4 | $14.7M | Buy |
183,450
+228
| +0.1% | +$18.9K | 7.02% | 2 |
|
|
2025
Q3 | $13.8M | Sell |
183,222
-1,682
| -0.9% | -$123K | 6.62% | 2 |
|
|
2025
Q2 | $12.8M | Sell |
184,904
-829
| -0.4% | -$57.6K | 6.84% | 2 |
|
|
2025
Q1 | $13.2M | Sell |
185,733
-4,108
| -2% | -$290K | 7.26% | 2 |
|
|
2024
Q4 | $13.6M | Sell |
189,841
-622
| -0.3% | -$48.3K | 7.3% | 2 |
|
|
2024
Q3 | $16.1M | Sell |
190,463
-2,295
| -1% | -$179K | 8.55% | 3 |
|
|
2024
Q2 | $13.6M | Sell |
192,758
-2,460
| -1% | -$175K | 7.63% | 3 |
|
|
2024
Q1 | $12.5M | Buy |
195,218
+54
| +0% | +$3.16K | 6.92% | 3 |
|
|
2023
Q4 | $11.9M | Sell |
195,164
-974
| -0.5% | -$55.5K | 7.14% | 3 |
|
|
2023
Q3 | $11.2M | Buy |
196,138
+772
| +0.4% | +$53.4K | 7.21% | 3 |
|
|
2023
Q2 | $14.5M | Sell |
195,366
-3,316
| -2% | -$251K | 8.27% | 3 |
|
|
2023
Q1 | $15.3M | Buy |
198,682
+121
| +0.1% | +$9.3K | 8.89% | 2 |
|
|
2022
Q4 | $16.6M | Sell |
198,561
-212
| -0.1% | -$17.1K | 9.73% | 1 |
|
|
2022
Q3 | $15.6M | Buy |
198,773
+714
| +0.4% | +$60.6K | 9.49% | 2 |
|
|
2022
Q2 | $15.3M | Sell |
198,059
-582
| -0.3% | -$44.3K | 8.82% | 2 |
|
|
2022
Q1 | $16.8M | Sell |
198,641
-2,084
| -1% | -$167K | 8.47% | 2 |
|
|
2021
Q4 | $18.7M | Buy |
200,725
+412
| +0.2% | +$35.6K | 8.94% | 2 |
|
|
2021
Q3 | $15.7M | Sell |
200,313
-1,787
| -0.9% | -$144K | 8.66% | 2 |
|
|
2021
Q2 | $14.8M | Buy |
202,100
+266
| +0.1% | +$20K | 7.94% | 2 |
|
|
2021
Q1 | $15.3M | Buy |
201,834
+2,355
| +1% | +$184K | 8.76% | 1 |
|
|
2020
Q4 | $15.4M | Sell |
199,479
-5,521
| -3% | -$413K | 8.76% | 1 |
|
|
2020
Q3 | $14.2M | Buy |
205,000
+880
| +0.4% | +$60.8K | 8.75% | 1 |
|
|
2020
Q2 | $12.3M | Sell |
204,120
-2,276
| -1% | -$136K | 7.95% | 1 |
|
|
2020
Q1 | $12.4M | Sell |
206,396
-408
| -0.2% | -$25.6K | 9.39% | 1 |
|
|
2019
Q4 | $12.5M | Sell |
206,804
-380
| -0.2% | -$22.2K | 7.88% | 1 |
|
|
2019
Q3 | $12.1M | Buy |
207,184
+1,792
| +0.9% | +$97K | 8.14% | 1 |
|
|
2019
Q2 | $10.5M | Buy |
205,392
+8,760
| +4% | +$431K | 7.18% | 1 |
|
|
2019
Q1 | $9.5M | Buy |
196,632
+17,836
| +10% | +$816K | 6.85% | 1 |
|
|
2018
Q4 | $7.77M | Buy |
178,796
+10,460
| +6% | +$457K | 6.46% | 3 |
|
|
2018
Q3 | $7.05M | Buy |
168,336
+4,012
| +2% | +$171K | 4.84% | 3 |
|
|
2018
Q2 | $6.86M | Buy |
164,324
+8,116
| +5% | +$328K | 5.08% | 3 |
|
|
2018
Q1 | $6.38M | Buy |
156,208
+8,356
| +6% | +$322K | 4.43% | 4 |
|
|
2017
Q4 | $5.77M | Buy |
147,852
+1,516
| +1% | +$58.5K | 3.75% | 4 |
|
|
2017
Q3 | $5.36M | Buy |
146,336
+3,012
| +2% | +$110K | 3.6% | 4 |
|
|
2017
Q2 | $5.02M | Buy |
143,324
+29,672
| +26% | +$1.01M | 3.45% | 6 |
|
|
2017
Q1 | $3.65M | Buy |
113,652
+16,116
| +17% | +$507K | 2.6% | 8 |
|
|
2016
Q4 | $2.91M | Buy |
97,536
+6,816
| +8% | +$204K | 2.16% | 10 |
|
|
2016
Q3 | $2.77M | Buy |
90,720
+12
| +0% | +$378 | 2.06% | 9 |
|
|
2016
Q2 | $2.96M | Buy |
90,708
+14,612
| +19% | +$439K | 2.21% | 9 |
|
|
2016
Q1 | $2.25M | Buy |
76,096
+8,308
| +12% | +$233K | 1.83% | 15 |
|
|
2015
Q4 | $1.76M | Buy |
67,788
+8,008
| +13% | +$203K | 1.43% | 21 |
|
|
2015
Q3 | $1.46M | Buy |
59,780
+448
| +0.8% | +$11.4K | 1.28% | 22 |
|
|
2015
Q2 | $1.45M | Buy |
59,332
+5,608
| +10% | +$143K | 1.18% | 26 |
|
|
2015
Q1 | $1.4M | Buy |
53,724
+1,208
| +2% | +$31.9K | 1.17% | 25 |
|
|
2014
Q4 | $1.4M | Buy |
52,516
+4
| +0% | +$101 | 1.23% | 23 |
|
|
2014
Q3 | $1.23M | Buy |
52,512
+4
| +0% | +$97 | 1.09% | 25 |
|
|
2014
Q2 | $1.34M | Buy |
52,508
+11,108
| +27% | +$270K | 1.15% | 29 |
|
|
2014
Q1 | $990K | Buy |
+41,400
| New | +$938K | 0.88% | 33 |
|
Other funds holding NEE
VCM
VPM
Mark Sheptoff Financial Planning's NEE Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its NextEra Energy (NEE) stake by 4.3% in Q1 2026, selling an estimated $708K and leaving 175,488 shares worth $16.9M. The position accounts for 8.94% of the portfolio, ranked #2.
Mark Sheptoff Financial Planning first reported a position in NEE in Q1 2014 and has held it in 49 quarters since. The position peaked at $18.7M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Mark Sheptoff Financial Planning held 175,488 shares of NextEra Energy worth $16.9M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 7,962 NextEra Energy shares in Q1 2026, an estimated $708K.
- NextEra Energy made up 8.94% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #2 holding.
- Mark Sheptoff Financial Planning first reported a position in NextEra Energy in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's NextEra Energy position peaked at $18.7M in Q4 2021.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.