MPS Loria Financial Planners, LLC

Position in NEE — Nextera Energy Inc

CIK 1716180 Burr Ridge, IL

Position in NEE

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$468,867

-$24,511 QoQ

Shares Held

5,342

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,117

of 3,000 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MPS Loria Financial Planners, LLC holds $1,551,755 across 4 Utilities - Regulated Electric names. NEE ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	4,922	$574,741
2	NEE	Nextera Energy Inc This page	5,342	$468,867
3	EXC	Exelon Corp	6,026	$280,932
4	SO	Southern Co	2,374	$227,215

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,867	5,342	+0.6%	Shares	Sole	2026-07-30
2026-03-31	$493,378	5,312	+0.5%	Shares	Sole	2026-05-08
2025-12-31	$424,199	5,284	+0.6%	Shares	Sole	2026-02-03
2025-09-30	$396,699	5,255	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$362,511	5,222	+0.3%	Shares	Sole	2025-07-29
2025-03-31	$368,982	5,205	+0.4%	Shares	Sole	2025-04-22
2024-12-31	$371,784	5,186	0.0%	Shares	Sole	2025-01-14
2024-09-30	$438,372	5,186	-9.4%	Shares	Sole	2024-10-21
2024-06-30	$405,316	5,724	0.0%	Shares	Sole	2024-07-10
2024-03-31	$365,820	5,724	+27.8%	Shares	Sole	2024-04-17
2023-12-31	$272,054	4,479	+0.7%	Shares	Sole	2024-02-07
2023-09-30	$254,883	4,449	0.0%	Shares	Sole	2023-10-20
2023-06-30	$330,115	4,449	0.0%	Shares	Sole	2023-07-21
2023-03-31	$342,928	4,449	+3.2%	Shares	Sole	2023-04-11
2022-12-31	$360,566	4,313	-3.1%	Shares	Sole	2023-01-23
2022-09-30	$348,846	4,449	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$334,007	4,312	0.0%	Shares	Sole	2022-07-19
2022-03-31	$365,269	4,312	0.0%	Shares	Sole	2022-05-10
2021-12-31	$402,568	4,312	0.0%	Shares	Sole	2022-02-07
2021-09-30	$338,578	4,312	-0.0%	Shares	Sole	2021-10-29
2021-06-30	$316,056	4,313	-2.8%	Shares	Sole	2021-07-20
2021-03-31	$335,632	4,439	-0.0%	Shares	Sole	2021-05-03
2020-12-31	$342,546	4,440	+495.2%	Shares	Sole	2021-02-02
2020-09-30	$207,059	746	+85.1%	Shares	Sole	2020-10-13
2020-06-30	$96,788	403	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.