AOWM
NEE.PRP
Alpha Omega Wealth Management’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-36,575
| Closed | -$1.91M | – | 225 |
|
|
2022
Q1 | $1.91M | Hold |
36,575
| – | – | 0.3% | 84 |
|
|
2021
Q4 | $1.97M | Hold |
36,575
| – | – | 0.3% | 87 |
|
|
2021
Q3 | $1.86M | Hold |
36,575
| – | – | 0.3% | 88 |
|
|
2021
Q2 | $1.79M | Buy |
36,575
+1,500
| +4% | +$73.5K | 0.29% | 88 |
|
|
2021
Q1 | $1.74M | Hold |
35,075
| – | – | 0.3% | 86 |
|
|
2020
Q4 | $1.78M | Hold |
35,075
| – | – | 0.3% | 82 |
|
|
2020
Q3 | $1.64M | Buy |
+35,075
| New | +$1.64M | 0.23% | 78 |
|