AGWCA
NEE.PRR

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
Q3 		– Sell
-2,290
Closed -$91K – 1355
2025
Q2 		$91K Hold
2,290
– – 0.03% 313
2025
Q1 		$93K Hold
2,290
– – 0.04% 285
2024
Q4 		$93.7K Hold
2,290
– – 0.03% 284
2024
Q3 		$106K Sell
2,290
-453
-17% -$20.2K 0.03% 282
2024
Q2 		$114K Hold
2,743
– – 0.03% 285
2024
Q1 		$107K Buy
2,743
+453
+20% +$16.8K 0.04% 269
2023
Q4 		$87.3K Sell
2,290
-55
-2% -$2.03K 0.04% 235
2023
Q3 		$88.7K Buy
+2,345
New +$103K 0.05% 224

Other funds holding NEE.PRR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's NEE.PRR Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 2,290 shares — an estimated $91K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NEE.PRR in Q3 2023 and held it in 8 quarters. The position peaked at $114K in Q2 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,290 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $91K.
  • Annis Gardner Whiting Capital Advisors first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q3 2023 and held it in 8 quarters.
  • Annis Gardner Whiting Capital Advisors's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $114K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.