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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.47M | Buy |
37,328
+1,035
| +3% | +$92K | 0.04% | 176 |
|
|
2025
Q4 | $2.91M | Buy |
36,293
+176
| +0.5% | +$14.6K | 0.04% | 186 |
|
|
2025
Q3 | $2.73M | Buy |
36,117
+14
| +0% | +$1.02K | 0.04% | 184 |
|
|
2025
Q2 | $2.51M | Sell |
36,103
-184
| -0.5% | -$12.8K | 0.03% | 191 |
|
|
2025
Q1 | $2.57M | Sell |
36,287
-220
| -0.6% | -$15.5K | 0.04% | 170 |
|
|
2024
Q4 | $2.62M | Sell |
36,507
-730
| -2% | -$56.7K | 0.04% | 168 |
|
|
2024
Q3 | $3.15M | Buy |
37,237
+1,902
| +5% | +$148K | 0.05% | 141 |
|
|
2024
Q2 | $2.5M | Buy |
35,335
+1,098
| +3% | +$77.9K | 0.04% | 153 |
|
|
2024
Q1 | $2.19M | Sell |
34,237
-1,106
| -3% | -$64.8K | 0.04% | 161 |
|
|
2023
Q4 | $2.15M | Sell |
35,343
-865
| -2% | -$49.3K | 0.04% | 159 |
|
|
2023
Q3 | $2.07M | Sell |
36,208
-22
| -0.1% | -$1.52K | 0.04% | 141 |
|
|
2023
Q2 | $2.69M | Buy |
36,230
+109
| +0.3% | +$8.25K | 0.05% | 119 |
|
|
2023
Q1 | $2.78M | Buy |
36,121
+53
| +0.1% | +$4.08K | 0.06% | 113 |
|
|
2022
Q4 | $3.02M | Buy |
36,068
+1,968
| +6% | +$159K | 0.07% | 104 |
|
|
2022
Q3 | $2.67M | Hold |
34,100
| – | – | 0.05% | 103 |
|
|
2022
Q2 | $2.64M | Sell |
34,100
-1,179
| -3% | -$89.8K | 0.05% | 100 |
|
|
2022
Q1 | $2.99M | Buy |
35,279
+146
| +0.4% | +$11.7K | 0.05% | 97 |
|
|
2021
Q4 | $3.28M | Buy |
35,133
+815
| +2% | +$70.4K | 0.06% | 90 |
|
|
2021
Q3 | $2.69M | Sell |
34,318
-182
| -0.5% | -$14.7K | 0.05% | 96 |
|
|
2021
Q2 | $2.53M | Sell |
34,500
-673
| -2% | -$50.5K | 0.05% | 97 |
|
|
2021
Q1 | $2.66M | Buy |
35,173
+4,001
| +13% | +$312K | 0.05% | 91 |
|
|
2020
Q4 | $2.4M | Buy |
31,172
+25,148
| +417% | +$1.88M | 0.05% | 92 |
|
|
2020
Q3 | $418K | Buy |
6,024
+420
| +7% | +$29K | 0.01% | 200 |
|
|
2020
Q2 | $336K | Sell |
5,604
-480
| -8% | -$28.7K | 0.01% | 206 |
|
|
2020
Q1 | $366K | Buy |
6,084
+1,260
| +26% | +$79.2K | 0.01% | 168 |
|
|
2019
Q4 | $292K | Sell |
4,824
-1,504
| -24% | -$87.8K | 0.01% | 202 |
|
|
2019
Q3 | $369K | Buy |
6,328
+1,248
| +25% | +$67.5K | 0.01% | 171 |
|
|
2019
Q2 | $260K | Sell |
5,080
-320
| -6% | -$15.7K | 0.01% | 194 |
|
|
2019
Q1 | $261K | Hold |
5,400
| – | – | 0.01% | 192 |
|
|
2018
Q4 | $235K | Hold |
5,400
| – | – | 0.01% | 187 |
|
|
2018
Q3 | $226K | Hold |
5,400
| – | – | 0.01% | 186 |
|
|
2018
Q2 | $225K | Sell |
5,400
-120
| -2% | -$4.85K | 0.01% | 177 |
|
|
2018
Q1 | $225K | Sell |
5,520
-1,772
| -24% | -$68.3K | ﹤0.01% | 179 |
|
|
2017
Q4 | $285K | Buy |
+7,292
| New | +$282K | 0.01% | 154 |
|
Other funds holding NEE
VCM
VPM
Valmark Advisers's NEE Position: Q1 2026 in Review
Valmark Advisers increased its NextEra Energy (NEE) stake by 2.9% in Q1 2026, buying an estimated $92K and bringing the position to 37,328 shares worth $3.47M. The position accounts for 0.04% of the portfolio, ranked #176.
Valmark Advisers first reported a position in NEE in Q4 2017 and has held it in 34 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Valmark Advisers held 37,328 shares of NextEra Energy worth $3.47M as of Q1 2026.
- Valmark Advisers bought 1,035 NextEra Energy shares in Q1 2026, an estimated $92K.
- NextEra Energy made up 0.04% of Valmark Advisers's portfolio in Q1 2026, its #176 holding.
- Valmark Advisers first reported a position in NextEra Energy in Q4 2017 and has held it in 34 quarters since.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.