Avantax Advisory Services’s NextEra Energy, Inc. 7.299% Corporate Units NEE.PRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
6,022
+1,351
+29% +$63.6K ﹤0.01% 1958
2025
Q1
$223K Buy
+4,671
New +$223K ﹤0.01% 2039