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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $265K | Sell |
3,016
-48
| -2% | -$4.34K | 0.03% | 227 |
|
|
2026
Q1 | $284K | Sell |
3,064
-213
| -6% | -$18.9K | 0.04% | 218 |
|
|
2025
Q4 | $262K | Buy |
3,277
+522
| +19% | +$43.2K | 0.04% | 216 |
|
|
2025
Q3 | $207K | Sell |
2,755
-604
| -18% | -$44.1K | 0.03% | 230 |
|
|
2025
Q2 | $232K | Sell |
3,359
-203
| -6% | -$14.1K | 0.04% | 223 |
|
|
2025
Q1 | $251K | Buy |
3,562
+339
| +11% | +$23.9K | 0.05% | 213 |
|
|
2024
Q4 | $231K | Buy |
3,223
+369
| +13% | +$28.7K | 0.04% | 212 |
|
|
2024
Q3 | $241K | Sell |
2,854
-1,837
| -39% | -$143K | 0.04% | 219 |
|
|
2024
Q2 | $332K | Buy |
4,691
+38
| +0.8% | +$2.7K | 0.05% | 196 |
|
|
2024
Q1 | $297K | Buy |
4,653
+1,665
| +56% | +$97.5K | 0.04% | 211 |
|
|
2023
Q4 | $181K | Sell |
2,988
-54
| -2% | -$3.08K | 0.03% | 244 |
|
|
2023
Q3 | $174K | Buy |
3,042
+938
| +45% | +$64.9K | 0.03% | 253 |
|
|
2023
Q2 | $157K | Buy |
2,104
+1,689
| +407% | +$128K | 0.03% | 266 |
|
|
2023
Q1 | $33K | Buy |
415
+5
| +1% | +$385 | 0.01% | 446 |
|
|
2022
Q4 | $34K | Sell |
410
-43
| -9% | -$3.47K | 0.01% | 427 |
|
|
2022
Q3 | $34K | Buy |
453
+13
| +3% | +$1.1K | 0.01% | 428 |
|
|
2022
Q2 | $35K | Buy |
440
+2
| +0.5% | +$152 | 0.01% | 402 |
|
|
2022
Q1 | $37K | Buy |
438
+56
| +15% | +$4.49K | 0.01% | 428 |
|
|
2021
Q4 | $36K | Sell |
382
-755
| -66% | -$65.3K | 0.01% | 412 |
|
|
2021
Q3 | $89K | Buy |
1,137
+741
| +187% | +$59.8K | 0.02% | 293 |
|
|
2021
Q2 | $29K | Buy |
396
+1
| +0.3% | +$75 | 0.01% | 428 |
|
|
2021
Q1 | $30K | Sell |
395
-190
| -32% | -$14.8K | 0.01% | 391 |
|
|
2020
Q4 | $45K | Buy |
585
+81
| +16% | +$6.06K | 0.01% | 328 |
|
|
2020
Q3 | $35K | Hold |
504
| – | – | 0.01% | 321 |
|
|
2020
Q2 | $30K | Buy |
504
+16
| +3% | +$958 | 0.01% | 338 |
|
|
2020
Q1 | $29K | Sell |
488
-20
| -4% | -$1.26K | 0.01% | 330 |
|
|
2019
Q4 | $31K | Buy |
508
+4
| +0.8% | +$234 | 0.01% | 363 |
|
|
2019
Q3 | $29K | Buy |
504
+92
| +22% | +$4.98K | 0.01% | 366 |
|
|
2019
Q2 | $21K | Hold |
412
| – | – | 0.01% | 391 |
|
|
2019
Q1 | $20K | Buy |
412
+124
| +43% | +$5.67K | 0.01% | 392 |
|
|
2018
Q4 | $13K | Buy |
+288
| New | +$12.6K | ﹤0.01% | 421 |
|
|
2016
Q4 | – | Sell |
-412
| Closed | -$13K | – | 703 |
|
|
2016
Q3 | $13K | Sell |
412
-1,588
| -79% | -$50K | 0.01% | 348 |
|
|
2016
Q2 | $65K | Hold |
2,000
| – | – | 0.03% | 210 |
|
|
2016
Q1 | $59K | Hold |
2,000
| – | – | 0.03% | 220 |
|
|
2015
Q4 | $52K | Hold |
2,000
| – | – | 0.03% | 219 |
|
|
2015
Q3 | $49K | Hold |
2,000
| – | – | 0.03% | 225 |
|
|
2015
Q2 | $49K | Hold |
2,000
| – | – | 0.03% | 232 |
|
|
2015
Q1 | $52K | Buy |
2,000
+400
| +25% | +$10.6K | 0.03% | 219 |
|
|
2014
Q4 | $34K | Buy |
+1,600
| New | +$40.4K | 0.03% | 196 |
|
Other funds holding NEE
Valley National Advisers's NEE Position: Q2 2026 in Review
Valley National Advisers reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $4.34K and leaving 3,016 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #227.
Valley National Advisers first reported a position in NEE in Q4 2014 and has held it in 39 quarters since. The position peaked at $332K in Q2 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Valley National Advisers held 3,016 shares of NextEra Energy worth $265K as of Q2 2026.
- Valley National Advisers sold 48 NextEra Energy shares in Q2 2026, an estimated $4.34K.
- NextEra Energy made up 0.03% of Valley National Advisers's portfolio in Q2 2026, its #227 holding.
- Valley National Advisers first reported a position in NextEra Energy in Q4 2014 and has held it in 39 quarters since.
- Valley National Advisers's NextEra Energy position peaked at $332K in Q2 2024.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.