Valley National Advisers’s NextEra Energy, Inc. NEE Stock Holding History

Valley National Advisers’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Sell	3,359 -203	-6%	-$14K	0.04%	223
2025 Q1	$251K	Buy	3,562 +339	+11%	+$23.9K	0.05%	213
2024 Q4	$231K	Buy	3,223 +369	+13%	+$26.4K	0.04%	212
2024 Q3	$241K	Sell	2,854 -1,837	-39%	-$155K	0.04%	219
2024 Q2	$332K	Buy	4,691 +38	+0.8%	+$2.69K	0.05%	196
2024 Q1	$297K	Buy	4,653 +1,665	+56%	+$106K	0.04%	211
2023 Q4	$181K	Sell	2,988 -54	-2%	-$3.27K	0.03%	244
2023 Q3	$174K	Buy	3,042 +938	+45%	+$53.7K	0.03%	253
2023 Q2	$157K	Buy	2,104 +1,689	+407%	+$126K	0.03%	266
2023 Q1	$33K	Buy	415 +5	+1%	+$398	0.01%	443
2022 Q4	$34K	Sell	410 -43	-9%	-$3.57K	0.01%	427
2022 Q3	$34K	Buy	453 +13	+3%	+$976	0.01%	428
2022 Q2	$35K	Buy	440 +2	+0.5%	+$159	0.01%	402
2022 Q1	$37K	Buy	438 +56	+15%	+$4.73K	0.01%	428
2021 Q4	$36K	Sell	382 -755	-66%	-$71.2K	0.01%	412
2021 Q3	$89K	Buy	1,137 +741	+187%	+$58K	0.02%	293
2021 Q2	$29K	Buy	396 +1	+0.3%	+$73	0.01%	428
2021 Q1	$30K	Sell	395 -190	-32%	-$14.4K	0.01%	391
2020 Q4	$45K	Buy	585 +81	+16%	+$6.23K	0.01%	328
2020 Q3	$35K	Hold	504	–	–	0.01%	321
2020 Q2	$30K	Buy	504 +16	+3%	+$952	0.01%	338
2020 Q1	$29K	Sell	488 -20	-4%	-$1.19K	0.01%	330
2019 Q4	$31K	Buy	508 +4	+0.8%	+$244	0.01%	363
2019 Q3	$29K	Buy	504 +92	+22%	+$5.29K	0.01%	366
2019 Q2	$21K	Hold	412	–	–	0.01%	391
2019 Q1	$20K	Buy	412 +124	+43%	+$6.02K	0.01%	392
2018 Q4	$13K	Buy	+288	New	+$13K	﹤0.01%	421
2016 Q4	–	Sell	-412	Closed	-$13K	–	707
2016 Q3	$13K	Sell	412 -1,588	-79%	-$50.1K	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%	+$10.4K	0.03%	219
2014 Q4	$34K	Buy	+1,600	New	+$34K	0.03%	196