Carson Wealth (CWM LLC)
NEE.PRQ

Carson Wealth (CWM LLC)’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q3 		– Sell
-3,591
Closed -$176K – 4690
2023
Q2 		$176K Hold
3,591
– – ﹤0.01% 1306
2023
Q1 		$175K Buy
3,591
+1,266
+54% +$61.5K ﹤0.01% 1254
2022
Q4 		$117K Buy
+2,325
New +$115K ﹤0.01% 1311

Carson Wealth (CWM LLC)'s NEE.PRQ Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2023, closing a stake of 3,591 shares — an estimated $176K sold.

Carson Wealth (CWM LLC) first reported a position in NEE.PRQ in Q4 2022 and held it in 3 quarters. The position peaked at $176K in Q2 2023. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,591 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2023, an estimated $176K.
  • Carson Wealth (CWM LLC) first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s NextEra Energy, Inc. 6.219% Corporate Units position peaked at $176K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.