A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 190,463 shares of NEE stock, worth $12.8 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares
190,463
Previous 192,758 1.19%
Holding current value
$12.8 Million
Previous $13.6 Million 17.95%
% of portfolio
8.67%
Previous 7.74%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$69.9 - $84.97 $160,420 - $195,006
-2,295 Reduced 1.19%
190,463 $16.1 Million
Q2 2024

Aug 12, 2024

SELL
$61.7 - $80.02 $151,782 - $196,849
-2,460 Reduced 1.26%
192,758 $13.6 Million
Q1 2024

May 10, 2024

BUY
$54.97 - $63.91 $2,968 - $3,451
54 Added 0.03%
195,218 $12.5 Million
Q4 2023

Feb 09, 2024

SELL
$49.32 - $62.78 $48,037 - $61,147
-974 Reduced 0.5%
195,164 $11.9 Million
Q3 2023

Nov 09, 2023

BUY
$57.08 - $75.9 $44,065 - $58,594
772 Added 0.4%
196,138 $11.2 Million
Q2 2023

Aug 10, 2023

SELL
$72.69 - $79.04 $241,040 - $262,096
-3,316 Reduced 1.67%
195,366 $14.5 Million
Q1 2023

May 11, 2023

BUY
$69.87 - $85.74 $8,454 - $10,374
121 Added 0.06%
198,682 $15.3 Million
Q4 2022

Feb 14, 2023

SELL
$70.64 - $87.15 $14,975 - $18,475
-212 Reduced 0.11%
198,561 $16.6 Million
Q3 2022

Nov 08, 2022

BUY
$54.18 - $90.81 $38,684 - $64,838
714 Added 0.36%
198,773 $15.6 Million
Q2 2022

Aug 11, 2022

SELL
$68.51 - $87.08 $39,872 - $50,680
-582 Reduced 0.29%
198,059 $15.3 Million
Q1 2022

May 12, 2022

SELL
$72.32 - $91.66 $150,714 - $191,019
-2,084 Reduced 1.04%
198,641 $16.8 Million
Q4 2021

Feb 11, 2022

BUY
$77.83 - $93.36 $32,065 - $38,464
412 Added 0.21%
200,725 $18.7 Million
Q3 2021

Nov 10, 2021

SELL
$74.19 - $86.48 $132,577 - $154,539
-1,787 Reduced 0.88%
200,313 $15.7 Million
Q2 2021

Aug 12, 2021

BUY
$71.54 - $80.94 $19,029 - $21,530
266 Added 0.13%
202,100 $14.8 Million
Q1 2021

May 11, 2021

BUY
$70.7 - $86.87 $166,498 - $204,578
2,355 Added 1.18%
201,834 $15.3 Million
Q4 2020

Feb 11, 2021

BUY
$70.29 - $77.75 $10.4 Million - $11.5 Million
148,229 Added 289.23%
199,479 $15.4 Million
Q3 2020

Nov 12, 2020

BUY
$61.56 - $73.93 $13,543 - $16,264
220 Added 0.43%
51,250 $14.2 Million
Q2 2020

Aug 10, 2020

SELL
$54.56 - $65.12 $31,044 - $37,053
-569 Reduced 1.1%
51,030 $12.3 Million
Q1 2020

May 07, 2020

SELL
$45.42 - $70.56 $4,632 - $7,197
-102 Reduced 0.2%
51,599 $12.4 Million
Q4 2019

Feb 10, 2020

SELL
$55.52 - $60.68 $5,274 - $5,764
-95 Reduced 0.18%
51,701 $12.5 Million
Q3 2019

Nov 12, 2019

BUY
$51.01 - $58.25 $22,852 - $26,096
448 Added 0.87%
51,796 $12.1 Million
Q2 2019

Aug 12, 2019

BUY
$46.97 - $52.05 $102,864 - $113,989
2,190 Added 4.46%
51,348 $10.5 Million
Q1 2019

May 10, 2019

BUY
$42.35 - $48.75 $188,838 - $217,376
4,459 Added 9.98%
49,158 $9.5 Million
Q4 2018

Feb 11, 2019

BUY
$41.75 - $45.74 $109,176 - $119,610
2,615 Added 6.21%
44,699 $7.77 Million
Q3 2018

Nov 13, 2018

BUY
$41.11 - $43.79 $41,233 - $43,921
1,003 Added 2.44%
42,084 $7.05 Million
Q2 2018

Aug 09, 2018

BUY
$38.85 - $42.02 $78,826 - $85,258
2,029 Added 5.2%
41,081 $6.86 Million
Q1 2018

May 08, 2018

BUY
$36.32 - $40.83 $75,872 - $85,293
2,089 Added 5.65%
39,052 $6.38 Million
Q4 2017

Feb 09, 2018

BUY
$36.69 - $39.81 $13,905 - $15,087
379 Added 1.04%
36,963 $5.77 Million
Q3 2017

Nov 09, 2017

BUY
$36.52 - $37.85 $1.34 Million - $1.38 Million
36,584
36,584 $5.36 Million

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $132B
  • Description
  • NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear, coal, and natural gas facilities. It also develops, constructs, and operates long-term contracted assets that consists of c...
More about NEE
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