AE Wealth Management’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

AE Wealth Management’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-18,661	Closed	-$980K	–	1879
2022 Q1	$980K	Buy	18,661 +4,029	+28%	+$208K	0.01%	925
2021 Q4	$847K	Sell	14,632 -675	-4%	-$36.9K	0.01%	999
2021 Q3	$782K	Buy	15,307 +245	+2%	+$12.9K	0.01%	955
2021 Q2	$744K	Buy	15,062 +5,790	+62%	+$288K	0.01%	953
2021 Q1	$460K	Buy	+9,272	New	+$476K	﹤0.01%	1062

Other funds holding NEE.PRQ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's NEE.PRQ Position: Q2 2022 in Review

AE Wealth Management sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q2 2022, closing a stake of 18,661 shares — an estimated $980K sold.

AE Wealth Management first reported a position in NEE.PRQ in Q1 2021 and held it in 5 quarters. The position peaked at $980K in Q1 2022. 67 funds tracked by Wall St. Rank hold NEE.PRQ as of Q2 2022.

AE Wealth Management reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q2 2022 after selling out during the quarter.
AE Wealth Management sold 18,661 NextEra Energy, Inc. 6.219% Corporate Units shares in Q2 2022, an estimated $980K.
AE Wealth Management first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q1 2021 and held it in 5 quarters.
AE Wealth Management's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $980K in Q1 2022.
67 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.