Cambridge Investment Research Advisors’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,422
| Closed | -$413K | – | 3307 |
|
|
2023
Q2 | $413K | Sell |
8,422
-153
| -2% | -$7.5K | ﹤0.01% | 2275 |
|
|
2023
Q1 | $419K | Sell |
8,575
-91
| -1% | -$4.45K | ﹤0.01% | 2217 |
|
|
2022
Q4 | $438K | Buy |
8,666
+847
| +11% | +$42.8K | ﹤0.01% | 2123 |
|
|
2022
Q3 | $380K | Buy |
7,819
+506
| +7% | +$24.6K | ﹤0.01% | 2162 |
|
|
2022
Q2 | $359K | Buy |
7,313
+492
| +7% | +$24.2K | ﹤0.01% | 2217 |
|
|
2022
Q1 | $358K | Buy |
6,821
+1,619
| +31% | +$85K | ﹤0.01% | 2392 |
|
|
2021
Q4 | $301K | Buy |
5,202
+292
| +6% | +$16.9K | ﹤0.01% | 2524 |
|
|
2021
Q3 | $251K | Buy |
4,910
+105
| +2% | +$5.37K | ﹤0.01% | 2622 |
|
|
2021
Q2 | $237K | Buy |
+4,805
| New | +$237K | ﹤0.01% | 2674 |
|