Valley National Advisers’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 | $207K | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $241K | Sell |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $181K | Sell |
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|
2023
Q3 | $174K | Buy |
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|
2023
Q2 | $157K | Buy |
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|
2023
Q1 | $33K | Buy |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $34K | Buy |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $36K | Sell |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $30K | Sell |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $31K | Buy |
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|
2019
Q3 | $29K | Buy |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $20K | Buy |
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|
2018
Q4 | $13K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $13K | Sell |
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|
2016
Q2 | $65K | Hold |
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|
2016
Q1 | $59K | Hold |
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|
2015
Q4 | $52K | Hold |
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|
2015
Q3 | $49K | Hold |
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|
2015
Q2 | $49K | Hold |
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|
2015
Q1 | $52K | Buy |
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|
2014
Q4 | $34K | Buy |
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