Valeo Financial Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.8M | Sell |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $930K | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $522K | Buy |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $545K | Sell |
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|
2020
Q3 | $527K | Sell |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $442K | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $398K | Hold |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $161K | Sell |
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|
2018
Q3 | $163K | Buy |
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|
2018
Q2 | $134K | Buy |
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|
2018
Q1 | $114K | Buy |
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|
2017
Q4 | $94K | Buy |
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|
2017
Q3 | $65K | Buy |
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