CAPTRUST Financial Advisors
NEE.PRP

CAPTRUST Financial Advisors’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NEE.PRP Stock Details NEE.PRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-800
Closed -$40K – 4500
2022
Q2 		$40K Hold
800
– – ﹤0.01% 2932
2022
Q1 		$42K Buy
+800
New +$40.8K ﹤0.01% 2920

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BlackRock
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Manulife (Manufacturers Life Insurance)
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CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Victory Capital Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's NEE.PRP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q3 2022, closing a stake of 800 shares — an estimated $40K sold.

CAPTRUST Financial Advisors first reported a position in NEE.PRP in Q1 2022 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 64 funds tracked by Wall St. Rank hold NEE.PRP as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 800 NextEra Energy, Inc. 5.279% Corporate Units shares in Q3 2022, an estimated $40K.
  • CAPTRUST Financial Advisors first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $42K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.