MPS Loria Financial Planners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
5,222
+17
| +0.3% | +$1.18K | 0.11% | 59 |
|
|
2025
Q1 | $369K | Buy |
5,205
+19
| +0.4% | +$1.35K | 0.11% | 54 |
|
|
2024
Q4 | $372K | Hold |
5,186
| – | – | 0.11% | 51 |
|
|
2024
Q3 | $438K | Sell |
5,186
-538
| -9% | -$45.5K | 0.13% | 45 |
|
|
2024
Q2 | $405K | Hold |
5,724
| – | – | 0.13% | 46 |
|
|
2024
Q1 | $366K | Buy |
5,724
+1,245
| +28% | +$79.6K | 0.12% | 54 |
|
|
2023
Q4 | $272K | Buy |
4,479
+30
| +0.7% | +$1.82K | 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% | -$11.4K | 0.16% | 45 |
|
|
2022
Q3 | $349K | Buy |
4,449
+137
| +3% | +$10.7K | 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% | -$78 | 0.15% | 49 |
|
|
2021
Q2 | $316K | Sell |
4,313
-126
| -3% | -$9.23K | 0.15% | 53 |
|
|
2021
Q1 | $335K | Sell |
4,439
-1
| -0% | -$75 | 0.16% | 53 |
|
|
2020
Q4 | $330K | Buy |
4,440
+1,456
| +49% | +$108K | 0.15% | 54 |
|
|
2020
Q3 | $207K | Buy |
2,984
+1,372
| +85% | +$95.2K | 0.11% | 68 |
|
|
2020
Q2 | $97K | Buy |
+1,612
| New | +$97K | 0.05% | 107 |
|
|
2017
Q3 | – | Sell |
-1,612
| Closed | -$60K | – | 251 |
|
|
2017
Q2 | $60K | Buy |
+1,612
| New | +$60K | 0.04% | 137 |
|