Valmark Advisers, Inc. Nextera Energy Inc Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Valmark Advisers, Inc. holds 36,287 shares of NEE stock, worth $2.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

36,287

Previous 36,507 0.6%

Holding current value

$2.4 Million

Previous $2.62 Million 1.72%

% of portfolio

0.04%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$66.96 - $76.16 $14,731 - $16,755	-220 Reduced 0.6%	36,287 $2.57 Million
Q4 2024 Jan 30, 2025	SELL	$69.77 - $85.43 $50,932 - $62,363	-730 Reduced 1.96%	36,507 $2.62 Million
Q3 2024 Oct 25, 2024	BUY	$69.9 - $84.97 $132,949 - $161,612	1,902 Added 5.38%	37,237 $3.15 Million
Q2 2024 Jul 31, 2024	BUY	$61.7 - $80.02 $67,746 - $87,861	1,098 Added 3.21%	35,335 $2.5 Million
Q1 2024 May 03, 2024	SELL	$54.97 - $63.91 $60,796 - $70,684	-1,106 Reduced 3.13%	34,237 $2.19 Million
Q4 2023 Feb 02, 2024	SELL	$49.32 - $62.78 $42,661 - $54,304	-865 Reduced 2.39%	35,343 $2.15 Million
Q3 2023 Nov 07, 2023	SELL	$57.08 - $75.9 $1,255 - $1,669	-22 Reduced 0.06%	36,208 $2.07 Million
Q2 2023 Aug 02, 2023	BUY	$72.69 - $79.04 $7,923 - $8,615	109 Added 0.3%	36,230 $2.69 Million
Q1 2023 May 01, 2023	BUY	$69.87 - $85.74 $3,703 - $4,544	53 Added 0.15%	36,121 $2.78 Million
Q4 2022 Feb 06, 2023	BUY	$70.64 - $87.15 $139,019 - $171,511	1,968 Added 5.77%	36,068 $3.01 Million
Q2 2022 Aug 01, 2022	SELL	$68.51 - $87.08 $80,773 - $102,667	-1,179 Reduced 3.34%	34,100 $2.64 Million
Q1 2022 May 10, 2022	BUY	$72.32 - $91.66 $10,558 - $13,382	146 Added 0.42%	35,279 $2.99 Million
Q4 2021 Feb 02, 2022	BUY	$77.83 - $93.36 $63,431 - $76,088	815 Added 2.37%	35,133 $3.28 Million
Q3 2021 Nov 09, 2021	SELL	$74.19 - $86.48 $13,502 - $15,739	-182 Reduced 0.53%	34,318 $2.7 Million
Q2 2021 Aug 06, 2021	SELL	$71.54 - $80.94 $48,146 - $54,472	-673 Reduced 1.91%	34,500 $2.53 Million
Q1 2021 May 04, 2021	BUY	$70.7 - $86.87 $282,870 - $347,566	4,001 Added 12.84%	35,173 $2.66 Million
Q4 2020 Feb 03, 2021	BUY	$70.29 - $77.75 $2.09 Million - $2.31 Million	29,666 Added 1969.85%	31,172 $2.41 Million
Q3 2020 Nov 09, 2020	BUY	$61.56 - $73.93 $6,463 - $7,762	105 Added 7.49%	1,506 $418,000
Q2 2020 Jul 31, 2020	SELL	$54.56 - $65.12 $6,547 - $7,814	-120 Reduced 7.89%	1,401 $336,000
Q1 2020 May 01, 2020	BUY	$45.42 - $70.56 $14,307 - $22,226	315 Added 26.12%	1,521 $366,000
Q4 2019 Jan 31, 2020	SELL	$55.52 - $60.68 $20,875 - $22,815	-376 Reduced 23.77%	1,206 $292,000
Q3 2019 Nov 06, 2019	BUY	$51.01 - $58.25 $15,915 - $18,174	312 Added 24.57%	1,582 $369,000
Q2 2019 Aug 07, 2019	SELL	$46.97 - $52.05 $3,757 - $4,164	-80 Reduced 5.93%	1,270 $260,000
Q2 2018 Aug 07, 2018	SELL	$38.85 - $42.02 $1,165 - $1,260	-30 Reduced 2.17%	1,350 $225,000
Q1 2018 May 07, 2018	SELL	$36.32 - $40.83 $16,089 - $18,087	-443 Reduced 24.3%	1,380 $225,000
Q4 2017 Feb 09, 2018	BUY	$36.69 - $39.81 $66,885 - $72,573	1,823	1,823 $285,000

Others Institutions Holding NEE

# of Institutions

3,076

Shares Held

1.67B

Call Options Held

25.6M

Put Options Held

21M

View Full List

About NEXTERA ENERGY INC

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $130B
Description
NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear, coal, and natural gas facilities. It also develops, constructs, and operates long-term contracted assets that consists of c...

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Valmark Advisers, Inc. Nextera Energy Inc Transaction History