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 Q2	$469K	Buy	5,342 +30	+0.6%	+$2.71K	0.11%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MPS Loria Financial Planners's NEE Position: Q2 2026 in Review

MPS Loria Financial Planners increased its NextEra Energy (NEE) stake by 0.56% in Q2 2026, buying an estimated $2.71K and bringing the position to 5,342 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #53.

MPS Loria Financial Planners first reported a position in NEE in Q2 2017 and has held it in 26 quarters since. The position peaked at $493K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MPS Loria Financial Planners held 5,342 shares of NextEra Energy worth $469K as of Q2 2026.
MPS Loria Financial Planners bought 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
NextEra Energy made up 0.11% of MPS Loria Financial Planners's portfolio in Q2 2026, its #53 holding.
MPS Loria Financial Planners first reported a position in NextEra Energy in Q2 2017 and has held it in 26 quarters since.
MPS Loria Financial Planners's NextEra Energy position peaked at $493K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.