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VALLEY NATIONAL ADVISERS INC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY NATIONAL ADVISERS INC on NEE, newest first. How the timeline and the estimate are built.

VALLEY NATIONAL ADVISERS INC held 3,016 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,016 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $264,721.

    13F-HR 0000773411-26-000006 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,064 shares
    Change vs previous 13F -213 shares

    0.04% of the 13F portfolio, value $284,000.

    13F-HR 0000773411-26-000002 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,277 shares
    Change vs previous 13F +522 shares

    0.04% of the 13F portfolio, value $262,000.

    13F-HR 0000773411-26-000001 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,755 shares
    Change vs previous 13F -604 shares

    0.03% of the 13F portfolio, value $207,000.

    13F-HR 0000773411-25-000006 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,359 shares
    Change vs previous 13F -203 shares

    0.04% of the 13F portfolio, value $232,000.

    13F-HR 0000773411-25-000004 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,562 shares
    Change vs previous 13F +339 shares

    0.05% of the 13F portfolio, value $251,000.

    13F-HR 0000773411-25-000002 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,223 shares
    Change vs previous 13F +369 shares

    0.04% of the 13F portfolio, value $231,000.

    13F-HR 0000773411-25-000001 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,854 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $241,000.

    13F-HR 0000773411-24-000005 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).