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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.31M | Buy |
26,287
+865
| +3% | +$78.2K | 0.05% | 159 |
|
|
2026
Q1 | $2.36M | Sell |
25,422
-13,000
| -34% | -$1.16M | 0.06% | 141 |
|
|
2025
Q4 | $3.08M | Buy |
38,422
+1,355
| +4% | +$112K | 0.07% | 131 |
|
|
2025
Q3 | $2.8M | Sell |
37,067
-1,139
| -3% | -$83.2K | 0.06% | 132 |
|
|
2025
Q2 | $2.65M | Buy |
38,206
+4,744
| +14% | +$330K | 0.07% | 137 |
|
|
2025
Q1 | $2.37M | Buy |
33,462
+5,221
| +18% | +$369K | 0.07% | 134 |
|
|
2024
Q4 | $2.02M | Buy |
28,241
+508
| +2% | +$39.5K | 0.06% | 153 |
|
|
2024
Q3 | $2.34M | Buy |
27,733
+1,618
| +6% | +$126K | 0.07% | 135 |
|
|
2024
Q2 | $1.85M | Buy |
26,115
+2,805
| +12% | +$199K | 0.06% | 156 |
|
|
2024
Q1 | $1.55M | Buy |
23,310
+7,992
| +52% | +$468K | 0.06% | 174 |
|
|
2023
Q4 | $930K | Sell |
15,318
-6,372
| -29% | -$363K | 0.04% | 234 |
|
|
2023
Q3 | $1.24M | Buy |
21,690
+5,684
| +36% | +$393K | 0.06% | 177 |
|
|
2023
Q2 | $1.19M | Sell |
16,006
-2,319
| -13% | -$176K | 0.05% | 185 |
|
|
2023
Q1 | $1.41M | Buy |
18,325
+2,690
| +17% | +$207K | 0.07% | 171 |
|
|
2022
Q4 | $1.31M | Buy |
15,635
+2,250
| +17% | +$182K | 0.07% | 163 |
|
|
2022
Q3 | $1.05M | Buy |
13,385
+3,148
| +31% | +$267K | 0.07% | 157 |
|
|
2022
Q2 | $793K | Sell |
10,237
-1,939
| -16% | -$148K | 0.05% | 192 |
|
|
2022
Q1 | $1.03M | Buy |
12,176
+1,330
| +12% | +$107K | 0.05% | 197 |
|
|
2021
Q4 | $1.01M | Buy |
10,846
+344
| +3% | +$29.7K | 0.05% | 189 |
|
|
2021
Q3 | $825K | Buy |
10,502
+3,372
| +47% | +$272K | 0.05% | 213 |
|
|
2021
Q2 | $522K | Buy |
7,130
+85
| +1% | +$6.38K | 0.03% | 253 |
|
|
2021
Q1 | $533K | Sell |
7,045
-19
| -0.3% | -$1.48K | 0.02% | 264 |
|
|
2020
Q4 | $545K | Sell |
7,064
-536
| -7% | -$40.1K | 0.03% | 238 |
|
|
2020
Q3 | $527K | Sell |
7,600
-764
| -9% | -$52.7K | 0.05% | 182 |
|
|
2020
Q2 | $502K | Buy |
8,364
+1,132
| +16% | +$67.8K | 0.05% | 185 |
|
|
2020
Q1 | $442K | Sell |
7,232
-288
| -4% | -$18.1K | 0.05% | 187 |
|
|
2019
Q4 | $455K | Buy |
7,520
+688
| +10% | +$40.2K | 0.04% | 203 |
|
|
2019
Q3 | $398K | Hold |
6,832
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $350K | Buy |
6,832
+804
| +13% | +$39.6K | 0.04% | 211 |
|
|
2019
Q1 | $291K | Buy |
6,028
+2,324
| +63% | +$106K | 0.04% | 223 |
|
|
2018
Q4 | $161K | Sell |
3,704
-76
| -2% | -$3.32K | 0.02% | 287 |
|
|
2018
Q3 | $163K | Buy |
3,780
+652
| +21% | +$27.8K | 0.02% | 305 |
|
|
2018
Q2 | $134K | Buy |
3,128
+344
| +12% | +$13.9K | 0.02% | 353 |
|
|
2018
Q1 | $114K | Buy |
2,784
+364
| +15% | +$14K | 0.02% | 344 |
|
|
2017
Q4 | $94K | Buy |
2,420
+652
| +37% | +$25.2K | 0.02% | 351 |
|
|
2017
Q3 | $65K | Buy |
+1,768
| New | +$64.8K | 0.01% | 362 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Valeo Financial Advisors's NEE Position: Q2 2026 in Review
Valeo Financial Advisors increased its NextEra Energy (NEE) stake by 3.4% in Q2 2026, buying an estimated $78.2K and bringing the position to 26,287 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #159.
Valeo Financial Advisors first reported a position in NEE in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.08M in Q4 2025. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Valeo Financial Advisors held 26,287 shares of NextEra Energy worth $2.31M as of Q2 2026.
- Valeo Financial Advisors bought 865 NextEra Energy shares in Q2 2026, an estimated $78.2K.
- NextEra Energy made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #159 holding.
- Valeo Financial Advisors first reported a position in NextEra Energy in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's NextEra Energy position peaked at $3.08M in Q4 2025.
- 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.