Allworth Financial’s NextEra Energy 7.234% Corporate Units NEE.PRT Stock Holding History

Allworth Financial’s Portfolio NEE.PRT Stock Details NEE.PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.05K	Buy	+182	New	+$9.32K	﹤0.01%	3783

Other funds holding NEE.PRT

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Allworth Financial's NEE.PRT Position: Q2 2026 in Review

Allworth Financial opened a new position in NextEra Energy 7.234% Corporate Units (NEE.PRT) in Q2 2026: 182 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #3783 among its holdings.

60 funds tracked by Wall St. Rank hold NEE.PRT as of Q2 2026.

Allworth Financial held 182 shares of NextEra Energy 7.234% Corporate Units worth $9.05K as of Q2 2026.
NextEra Energy 7.234% Corporate Units was a new Allworth Financial position in Q2 2026.
NextEra Energy 7.234% Corporate Units made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3783 holding.
60 funds tracked by Wall St. Rank held NextEra Energy 7.234% Corporate Units as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.