MARK SHEPTOFF FINANCIAL PLANNING, LLC NEE Holdings History
MARK SHEPTOFF FINANCIAL PLANNING, LLC's NextEra Energy Inc Holding Summary
As of 2025-03-31, MARK SHEPTOFF FINANCIAL PLANNING, LLC held 185,733.00 shares of NextEra Energy Inc(NEE), totaling $13.17 Mil. This investment constitutes 7.26% of their stock portfolio, and MARK SHEPTOFF FINANCIAL PLANNING, LLC now holds 0.01% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2014Q1. And since then MARK SHEPTOFF FINANCIAL PLANNING, LLC has made 21 purchases of NEE, at an average price of $37.10, for a total of 212,758.00 shares. In addition, there have been 14 sales at an average price of $72.84 for 27,025.00 shares. Based on historical transaction data and NEE's current price of $75.04, MARK SHEPTOFF FINANCIAL PLANNING, LLC's estimated gain on his NEE holdings is $8.01 Mil, reflecting a 101.51% gain to date.
MARK SHEPTOFF FINANCIAL PLANNING, LLC NEE ($75.04) Holding Chart
MARK SHEPTOFF FINANCIAL PLANNING, LLC NEE ($75.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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