CSWM
NEE.PRR

Cassady Schiller Wealth Management’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$4.09K Buy
+100
New +$4.39K ﹤0.01% 450

Other funds holding NEE.PRR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassady Schiller Wealth Management's NEE.PRR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q4 2024: 100 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

92 funds tracked by Wall St. Rank hold NEE.PRR as of Q4 2024.

  • Cassady Schiller Wealth Management held 100 shares of NextEra Energy, Inc. 6.926% Corporate Units worth $4.09K as of Q4 2024.
  • NextEra Energy, Inc. 6.926% Corporate Units was a new Cassady Schiller Wealth Management position in Q4 2024.
  • NextEra Energy, Inc. 6.926% Corporate Units made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #450 holding.
  • 92 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.