Carson Wealth (CWM LLC)’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-36	Closed	-$1K	–	5442
2025 Q2	$1K	Hold	36	–	–	﹤0.01%	5037
2025 Q1	$1K	Hold	36	–	–	﹤0.01%	4950
2024 Q4	$1K	Hold	36	–	–	﹤0.01%	4755
2024 Q3	$2K	Hold	36	–	–	﹤0.01%	4432
2024 Q2	$1K	Hold	36	–	–	﹤0.01%	4429
2024 Q1	$1K	Hold	36	–	–	﹤0.01%	4170
2023 Q4	$1K	Hold	36	–	–	﹤0.01%	3985
2023 Q3	$1K	Buy	+36	New	+$1.58K	﹤0.01%	4028

Other funds holding NEE.PRR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NEE.PRR Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 36 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in NEE.PRR in Q3 2023 and held it in 8 quarters. The position peaked at $2K in Q3 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 36 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q3 2023 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s NextEra Energy, Inc. 6.926% Corporate Units position peaked at $2K in Q3 2024.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.