Carson Wealth (CWM LLC)’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 5031 |
|
2025
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 4942 |
|
2024
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 4753 |
|
2024
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 4430 |
|
2024
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 4426 |
|
2024
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 4166 |
|
2023
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 3980 |
|
2023
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 4021 |
|