Atria Wealth Solutions’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Atria Wealth Solutions’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,600	Closed	-$203K	–	1895
2022 Q2	$203K	Buy	+3,600	New	+$202K	﹤0.01%	1459

Atria Wealth Solutions's NEE.PRO Position: Q3 2022 in Review

Atria Wealth Solutions sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q3 2022, closing a stake of 3,600 shares — an estimated $203K sold.

Atria Wealth Solutions first reported a position in NEE.PRO in Q2 2022 and held it in 1 quarter. The position peaked at $203K in Q2 2022. 0 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2022.

Atria Wealth Solutions reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q3 2022 after selling out during the quarter.
Atria Wealth Solutions sold 3,600 NextEra Energy, Inc. 4.872% Corporate Units shares in Q3 2022, an estimated $203K.
Atria Wealth Solutions first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q2 2022 and held it in 1 quarter.
Atria Wealth Solutions's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $203K in Q2 2022.
0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.