Annis Gardner Whiting Capital Advisors’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$91K	Hold
2025 Q1	$93K	Hold
2024 Q4	$93.7K	Hold
2024 Q3	$106K	Sell
2024 Q2	$114K	Hold
2024 Q1	$107K	Buy
2023 Q4	$87.3K	Sell
2023 Q3	$88.7K	Buy