MPS Loria Financial Planners’s NextEra Energy NEE Stock Holding History

MPS Loria Financial Planners’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$493K	Buy	5,312 +28	+0.5%	+$2.49K	0.13%	48
2025 Q4	$424K	Buy	5,284 +29	+0.6%	+$2.4K	0.11%	55
2025 Q3	$397K	Buy	5,255 +33	+0.6%	+$2.41K	0.11%	54
2025 Q2	$363K	Buy	5,222 +17	+0.3%	+$1.18K	0.11%	59
2025 Q1	$369K	Buy	5,205 +19	+0.4%	+$1.34K	0.11%	54
2024 Q4	$372K	Hold	5,186	–	–	0.11%	51
2024 Q3	$438K	Sell	5,186 -538	-9%	-$42K	0.13%	45
2024 Q2	$405K	Hold	5,724	–	–	0.13%	46
2024 Q1	$366K	Buy	5,724 +1,245	+28%	+$72.9K	0.12%	54
2023 Q4	$272K	Buy	4,479 +30	+0.7%	+$1.71K	0.1%	69
2023 Q3	$255K	Hold	4,449	–	–	0.1%	66
2023 Q2	$330K	Hold	4,449	–	–	0.12%	55
2023 Q1	$343K	Buy	4,449 +136	+3%	+$10.5K	0.14%	49
2022 Q4	$361K	Sell	4,313 -136	-3%	-$11K	0.16%	45
2022 Q3	$349K	Buy	4,449 +137	+3%	+$11.6K	0.14%	48
2022 Q2	$334K	Hold	4,312	–	–	0.15%	51
2022 Q1	$365K	Hold	4,312	–	–	0.15%	54
2021 Q4	$402K	Hold	4,312	–	–	0.16%	49
2021 Q3	$338K	Sell	4,312 -1	-0%	-$81	0.15%	49
2021 Q2	$316K	Sell	4,313 -126	-3%	-$9.46K	0.15%	53
2021 Q1	$335K	Sell	4,439 -1	-0%	-$78	0.16%	53
2020 Q4	$330K	Buy	4,440 +1,456	+49%	+$109K	0.15%	54
2020 Q3	$207K	Buy	2,984 +1,372	+85%	+$94.7K	0.11%	68
2020 Q2	$97K	Buy	+1,612	New	+$96.5K	0.05%	107
2017 Q3	–	Sell	-1,612	Closed	-$60K	–	251
2017 Q2	$60K	Buy	+1,612	New	+$55.1K	0.04%	137

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPS Loria Financial Planners's NEE Position: Q1 2026 in Review

MPS Loria Financial Planners increased its NextEra Energy (NEE) stake by 0.53% in Q1 2026, buying an estimated $2.49K and bringing the position to 5,312 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #48.

MPS Loria Financial Planners first reported a position in NEE in Q2 2017 and has held it in 25 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

MPS Loria Financial Planners held 5,312 shares of NextEra Energy worth $493K as of Q1 2026.
MPS Loria Financial Planners bought 28 NextEra Energy shares in Q1 2026, an estimated $2.49K.
NextEra Energy made up 0.13% of MPS Loria Financial Planners's portfolio in Q1 2026, its #48 holding.
MPS Loria Financial Planners first reported a position in NextEra Energy in Q2 2017 and has held it in 25 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.