VA
Valmark Advisers’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
36,103
-184
| -0.5% | -$12.8K | 0.03% | 190 |
|
|
2025
Q1 | $2.57M | Sell |
36,287
-220
| -0.6% | -$15.6K | 0.04% | 169 |
|
|
2024
Q4 | $2.62M | Sell |
36,507
-730
| -2% | -$52.3K | 0.04% | 167 |
|
|
2024
Q3 | $3.15M | Buy |
37,237
+1,902
| +5% | +$161K | 0.05% | 140 |
|
|
2024
Q2 | $2.5M | Buy |
35,335
+1,098
| +3% | +$77.7K | 0.04% | 152 |
|
|
2024
Q1 | $2.19M | Sell |
34,237
-1,106
| -3% | -$70.7K | 0.04% | 160 |
|
|
2023
Q4 | $2.15M | Sell |
35,343
-865
| -2% | -$52.5K | 0.04% | 158 |
|
|
2023
Q3 | $2.07M | Sell |
36,208
-22
| -0.1% | -$1.26K | 0.04% | 141 |
|
|
2023
Q2 | $2.69M | Buy |
36,230
+109
| +0.3% | +$8.09K | 0.05% | 119 |
|
|
2023
Q1 | $2.78M | Buy |
36,121
+53
| +0.1% | +$4.09K | 0.06% | 113 |
|
|
2022
Q4 | $3.02M | Buy |
36,068
+1,968
| +6% | +$165K | 0.07% | 104 |
|
|
2022
Q3 | $2.67M | Hold |
34,100
| – | – | 0.05% | 103 |
|
|
2022
Q2 | $2.64M | Sell |
34,100
-1,179
| -3% | -$91.3K | 0.05% | 100 |
|
|
2022
Q1 | $2.99M | Buy |
35,279
+146
| +0.4% | +$12.4K | 0.05% | 97 |
|
|
2021
Q4 | $3.28M | Buy |
35,133
+815
| +2% | +$76.1K | 0.06% | 90 |
|
|
2021
Q3 | $2.7M | Sell |
34,318
-182
| -0.5% | -$14.3K | 0.05% | 95 |
|
|
2021
Q2 | $2.53M | Sell |
34,500
-673
| -2% | -$49.3K | 0.05% | 96 |
|
|
2021
Q1 | $2.66M | Buy |
35,173
+4,001
| +13% | +$302K | 0.05% | 90 |
|
|
2020
Q4 | $2.41M | Buy |
31,172
+29,666
| +1,970% | +$2.29M | 0.05% | 92 |
|
|
2020
Q3 | $418K | Buy |
1,506
+105
| +7% | +$29.1K | 0.01% | 197 |
|
|
2020
Q2 | $336K | Sell |
1,401
-120
| -8% | -$28.8K | 0.01% | 204 |
|
|
2020
Q1 | $366K | Buy |
1,521
+315
| +26% | +$75.8K | 0.01% | 166 |
|
|
2019
Q4 | $292K | Sell |
1,206
-376
| -24% | -$91K | 0.01% | 200 |
|
|
2019
Q3 | $369K | Buy |
1,582
+312
| +25% | +$72.8K | 0.01% | 171 |
|
|
2019
Q2 | $260K | Sell |
1,270
-80
| -6% | -$16.4K | 0.01% | 194 |
|
|
2019
Q1 | $261K | Hold |
1,350
| – | – | 0.01% | 192 |
|
|
2018
Q4 | $235K | Hold |
1,350
| – | – | 0.01% | 187 |
|
|
2018
Q3 | $226K | Hold |
1,350
| – | – | 0.01% | 186 |
|
|
2018
Q2 | $225K | Sell |
1,350
-30
| -2% | -$5K | 0.01% | 177 |
|
|
2018
Q1 | $225K | Sell |
1,380
-443
| -24% | -$72.2K | ﹤0.01% | 179 |
|
|
2017
Q4 | $285K | Buy |
+1,823
| New | +$285K | 0.01% | 154 |
|