MSFP
Mark Sheptoff Financial Planning’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
184,904
-829
| -0.4% | -$57.5K | 6.84% | 2 |
|
|
2025
Q1 | $13.2M | Sell |
185,733
-4,108
| -2% | -$291K | 7.26% | 2 |
|
|
2024
Q4 | $13.6M | Sell |
189,841
-622
| -0.3% | -$44.6K | 7.3% | 2 |
|
|
2024
Q3 | $16.1M | Sell |
190,463
-2,295
| -1% | -$194K | 8.55% | 3 |
|
|
2024
Q2 | $13.6M | Sell |
192,758
-2,460
| -1% | -$174K | 7.63% | 3 |
|
|
2024
Q1 | $12.5M | Buy |
195,218
+54
| +0% | +$3.45K | 6.92% | 3 |
|
|
2023
Q4 | $11.9M | Sell |
195,164
-974
| -0.5% | -$59.2K | 7.14% | 3 |
|
|
2023
Q3 | $11.2M | Buy |
196,138
+772
| +0.4% | +$44.2K | 7.21% | 3 |
|
|
2023
Q2 | $14.5M | Sell |
195,366
-3,316
| -2% | -$246K | 8.27% | 3 |
|
|
2023
Q1 | $15.3M | Buy |
198,682
+121
| +0.1% | +$9.33K | 8.89% | 2 |
|
|
2022
Q4 | $16.6M | Sell |
198,561
-212
| -0.1% | -$17.7K | 9.73% | 1 |
|
|
2022
Q3 | $15.6M | Buy |
198,773
+714
| +0.4% | +$56K | 9.49% | 2 |
|
|
2022
Q2 | $15.3M | Sell |
198,059
-582
| -0.3% | -$45.1K | 8.82% | 2 |
|
|
2022
Q1 | $16.8M | Sell |
198,641
-2,084
| -1% | -$177K | 8.47% | 2 |
|
|
2021
Q4 | $18.7M | Buy |
200,725
+412
| +0.2% | +$38.5K | 8.94% | 2 |
|
|
2021
Q3 | $15.7M | Sell |
200,313
-1,787
| -0.9% | -$140K | 8.66% | 2 |
|
|
2021
Q2 | $14.8M | Buy |
202,100
+266
| +0.1% | +$19.5K | 7.94% | 2 |
|
|
2021
Q1 | $15.3M | Buy |
201,834
+2,355
| +1% | +$178K | 8.76% | 1 |
|
|
2020
Q4 | $15.4M | Buy |
199,479
+148,229
| +289% | +$11.4M | 8.76% | 1 |
|
|
2020
Q3 | $14.2M | Buy |
51,250
+220
| +0.4% | +$61.1K | 8.75% | 1 |
|
|
2020
Q2 | $12.3M | Sell |
51,030
-569
| -1% | -$137K | 7.95% | 1 |
|
|
2020
Q1 | $12.4M | Sell |
51,599
-102
| -0.2% | -$24.5K | 9.39% | 1 |
|
|
2019
Q4 | $12.5M | Sell |
51,701
-95
| -0.2% | -$23K | 7.88% | 1 |
|
|
2019
Q3 | $12.1M | Buy |
51,796
+448
| +0.9% | +$104K | 8.14% | 1 |
|
|
2019
Q2 | $10.5M | Buy |
51,348
+2,190
| +4% | +$449K | 7.18% | 1 |
|
|
2019
Q1 | $9.5M | Buy |
49,158
+4,459
| +10% | +$862K | 6.85% | 1 |
|
|
2018
Q4 | $7.77M | Buy |
44,699
+2,615
| +6% | +$455K | 6.46% | 3 |
|
|
2018
Q3 | $7.05M | Buy |
42,084
+1,003
| +2% | +$168K | 4.84% | 3 |
|
|
2018
Q2 | $6.86M | Buy |
41,081
+2,029
| +5% | +$339K | 5.08% | 3 |
|
|
2018
Q1 | $6.38M | Buy |
39,052
+2,089
| +6% | +$341K | 4.43% | 4 |
|
|
2017
Q4 | $5.77M | Buy |
36,963
+379
| +1% | +$59.2K | 3.75% | 4 |
|
|
2017
Q3 | $5.36M | Buy |
36,584
+753
| +2% | +$110K | 3.6% | 4 |
|
|
2017
Q2 | $5.02M | Buy |
35,831
+7,418
| +26% | +$1.04M | 3.45% | 6 |
|
|
2017
Q1 | $3.65M | Buy |
28,413
+4,029
| +17% | +$517K | 2.6% | 8 |
|
|
2016
Q4 | $2.91M | Buy |
24,384
+1,704
| +8% | +$204K | 2.16% | 10 |
|
|
2016
Q3 | $2.77M | Buy |
22,680
+3
| +0% | +$367 | 2.06% | 9 |
|
|
2016
Q2 | $2.96M | Buy |
22,677
+3,653
| +19% | +$476K | 2.21% | 9 |
|
|
2016
Q1 | $2.25M | Buy |
19,024
+2,077
| +12% | +$246K | 1.83% | 15 |
|
|
2015
Q4 | $1.76M | Buy |
16,947
+2,002
| +13% | +$208K | 1.43% | 21 |
|
|
2015
Q3 | $1.46M | Buy |
14,945
+112
| +0.8% | +$10.9K | 1.28% | 22 |
|
|
2015
Q2 | $1.45M | Buy |
14,833
+1,402
| +10% | +$137K | 1.18% | 26 |
|
|
2015
Q1 | $1.4M | Buy |
13,431
+302
| +2% | +$31.4K | 1.17% | 25 |
|
|
2014
Q4 | $1.4M | Buy |
13,129
+1
| +0% | +$106 | 1.23% | 23 |
|
|
2014
Q3 | $1.23M | Buy |
13,128
+1
| +0% | +$94 | 1.09% | 25 |
|
|
2014
Q2 | $1.35M | Buy |
13,127
+2,777
| +27% | +$285K | 1.15% | 29 |
|
|
2014
Q1 | $990K | Buy |
+10,350
| New | +$990K | 0.88% | 33 |
|