AE Wealth Management’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,661
| Closed | -$980K | – | 1875 |
|
|
2022
Q1 | $980K | Buy |
18,661
+4,029
| +28% | +$212K | 0.01% | 922 |
|
|
2021
Q4 | $847K | Sell |
14,632
-675
| -4% | -$39.1K | 0.01% | 999 |
|
|
2021
Q3 | $782K | Buy |
15,307
+245
| +2% | +$12.5K | 0.01% | 953 |
|
|
2021
Q2 | $744K | Buy |
15,062
+5,790
| +62% | +$286K | 0.01% | 950 |
|
|
2021
Q1 | $460K | Buy |
+9,272
| New | +$460K | ﹤0.01% | 1059 |
|