Nextera Energy shares owned by ValMark Advisers
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 36k | 75.49 |
| 2025-06-30 | $2.5M | 36k | 69.42 |
| 2025-03-31 | $2.6M | 36k | 70.89 |
| 2024-12-31 | $2.6M | 37k | 71.69 |
| 2024-09-30 | $3.1M | 37k | 84.53 |
| 2024-06-30 | $2.5M | 35k | 70.81 |
| 2024-03-31 | $2.2M | 34k | 63.91 |
| 2023-12-31 | $2.1M | 35k | 60.74 |
| 2023-09-30 | $2.1M | 36k | 57.29 |
| 2023-06-30 | $2.7M | 36k | 74.20 |
| 2023-03-31 | $2.8M | 36k | 77.08 |
| 2022-12-31 | $3.0M | 36k | 83.60 |
| 2022-09-30 | $2.7M | 34k | 78.42 |
| 2022-06-30 | $2.6M | 34k | 77.45 |
| 2022-03-31 | $3.0M | 35k | 84.70 |
| 2021-12-31 | $3.3M | 35k | 93.36 |
| 2021-09-30 | $2.7M | 34k | 78.53 |
| 2021-06-30 | $2.5M | 35k | 73.28 |
| 2021-03-31 | $2.7M | 35k | 75.60 |
| 2020-12-31 | $2.4M | 31k | 77.15 |
| 2020-09-30 | $418k | 1.5k | 277.56 |
| 2020-06-30 | $336k | 1.4k | 239.83 |
| 2020-03-31 | $366k | 1.5k | 240.63 |
| 2019-12-31 | $292k | 1.2k | 242.12 |
| 2019-09-30 | $369k | 1.6k | 233.25 |
| 2019-06-30 | $260k | 1.3k | 204.72 |
| 2019-03-31 | $261k | 1.4k | 193.33 |
| 2018-12-31 | $235k | 1.4k | 174.07 |
| 2018-09-30 | $226k | 1.4k | 167.41 |
| 2018-06-30 | $225k | 1.4k | 166.67 |
| 2018-03-31 | $225k | 1.4k | 163.04 |
| 2017-12-31 | $285k | 1.8k | 156.34 |