VALMARK ADVISERS, INC. – NextEra Energy, Inc. Transaction History
VALMARK ADVISERS, INC. portfolio value:
$2.67M
portfolio value
VALMARK ADVISERS, INC. quarter portfolio value change:
+1.23%
quarter
NextEra Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 33K | $78.41 | 34.1K | |
| Q2 2022 | share | Decrease | -3.34% | -1.17K shares | -347K | $77.46 | 34.1K |
| Q1 2022 | share | Increase | +0.42% | 146 shares | -292K | $84.71 | 35.27K |
| Q4 2021 | share | Increase | +2.37% | 815 shares | 585K | $92.77 | 35.13K |
| Q3 2021 | share | Decrease | -0.53% | -182 shares | 167K | $78.17 | 34.31K |
| Q2 2021 | share | Decrease | -1.91% | -673 shares | -131K | $72.62 | 34.5K |
| Q1 2021 | share | Increase | +12.84% | 4.00K shares | 254K | $74.54 | 35.17K |
| Q4 2020 | share | Increase | +417.46% | 25.14K shares | 1.98M | $75.66 | 31.17K |
| Q3 2020 | share | Increase | +7.49% | 420 shares | 82K | $67.74 | 6.02K |
| Q2 2020 | share | Decrease | -7.89% | -480 shares | -30K | $58.32 | 5.60K |
| Q1 2020 | share | Increase | +26.12% | 1.26K shares | 74K | $58.11 | 6.08K |
| Q4 2019 | share | Decrease | -23.77% | -1.50K shares | -77K | $58.17 | 4.82K |
| Q3 2019 | share | Increase | +24.57% | 1.24K shares | 109K | $55.66 | 6.32K |
| Q2 2019 | share | Decrease | -5.93% | -320 shares | -1K | $48.67 | 5.08K |
| Q1 2019 | share | 0.00% | 0 shares | 26K | $45.64 | 5.4K | |
| Q4 2018 | share | 0.00% | 0 shares | 9K | $40.76 | 5.4K | |
| Q3 2018 | share | 0.00% | 0 shares | 1K | $39.06 | 5.4K | |
| Q2 2018 | share | Decrease | -2.17% | -120 shares | 0 | $38.67 | 5.4K |
| Q1 2018 | share | Decrease | -24.30% | -1.77K shares | -60K | $37.56 | 5.52K |
| Q4 2017 | share | Increase | 0.00% | 7.29K shares | 285K | $35.66 | 7.29K |