Asset Dedication LLC’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-63
Closed -$4K 1035
2022
Q2
$4K Hold
63
﹤0.01% 423
2022
Q1
$4K Hold
63
﹤0.01% 807
2021
Q4
$4K Hold
63
﹤0.01% 795
2021
Q3
$4K Hold
63
﹤0.01% 851
2021
Q2
$4K Buy
+63
New +$3.6K ﹤0.01% 752

Asset Dedication LLC's NEE.PRO Position: Q3 2022 in Review

Asset Dedication LLC sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q3 2022, closing a stake of 63 shares — an estimated $4K sold.

Asset Dedication LLC first reported a position in NEE.PRO in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 0 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2022.

  • Asset Dedication LLC reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 63 NextEra Energy, Inc. 4.872% Corporate Units shares in Q3 2022, an estimated $4K.
  • Asset Dedication LLC first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q2 2021 and held it in 5 quarters.
  • Asset Dedication LLC's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $4K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q3 2022.

Based on Asset Dedication LLC's 13F filing for Q3 2022, filed 27 Oct 2022.