Valmark 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
Q2 | $2.51M | Sell |
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|
2025
Q1 | $2.57M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $3.15M | Buy |
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|
2024
Q2 | $2.5M | Buy |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.67M | Hold |
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|
2022
Q2 | $2.64M | Sell |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $3.28M | Buy |
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|
2021
Q3 | $2.69M | Sell |
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|
2021
Q2 | $2.53M | Sell |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $336K | Sell |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $285K | Buy |
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