Dakota Wealth Management’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
19,760
+2,135
| +12% | +$84.8K | 0.02% | 434 |
|
|
2025
Q1 | $716K | Sell |
17,625
-525
| -3% | -$21.3K | 0.02% | 438 |
|
|
2024
Q4 | $743K | Sell |
18,150
-205
| -1% | -$8.39K | 0.02% | 423 |
|
|
2024
Q3 | $851K | Sell |
18,355
-1,065
| -5% | -$49.4K | 0.02% | 403 |
|
|
2024
Q2 | $806K | Hold |
19,420
| – | – | 0.02% | 409 |
|
|
2024
Q1 | $756K | Buy |
+19,420
| New | +$756K | 0.02% | 421 |
|