CAPTRUST Financial Advisors
NEE.PRQ

CAPTRUST Financial Advisors’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-70
Closed -$3K – 4744
2022
Q2 		$3K Hold
70
– – ﹤0.01% 4390
2022
Q1 		$4K Buy
+70
New +$3.61K ﹤0.01% 4317

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VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

CAPTRUST Financial Advisors sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2022, closing a stake of 70 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in NEE.PRQ in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 74 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 70 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2022, an estimated $3K.
  • CAPTRUST Financial Advisors first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $4K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2022.

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