Corient Private Wealth’s NextEra Energy, Inc. 7.299% Corporate Units NEE.PRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$908K Sell
19,242
-3,307
-15% -$156K ﹤0.01% 1479
2025
Q1
$1.09M Sell
22,549
-6,418
-22% -$309K ﹤0.01% 1235
2024
Q4
$1.41M Sell
28,967
-294
-1% -$14.3K ﹤0.01% 1147
2024
Q3
$1.63M Buy
+29,261
New +$1.63M ﹤0.01% 1168