MPS Loria Financial Planners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Buy |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $402K | Hold |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q2 | $97K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $60K | Buy |
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