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

Dakota 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
2025 Q3	–	Sell	-19,760	Closed	-$785K	–	743
2025 Q2	$785K	Buy	19,760 +2,135	+12%	+$85.5K	0.02%	434
2025 Q1	$716K	Sell	17,625 -525	-3%	-$21.4K	0.02%	440
2024 Q4	$743K	Sell	18,150 -205	-1%	-$9K	0.02%	424
2024 Q3	$851K	Sell	18,355 -1,065	-5%	-$47.6K	0.02%	405
2024 Q2	$806K	Hold	19,420	–	–	0.02%	412
2024 Q1	$756K	Buy	+19,420	New	+$719K	0.02%	422

Other funds holding NEE.PRR

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Dakota Wealth Management's NEE.PRR Position: Q3 2025 in Review

Dakota Wealth Management sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 19,760 shares — an estimated $785K sold.

Dakota Wealth Management first reported a position in NEE.PRR in Q1 2024 and held it in 6 quarters. The position peaked at $851K in Q3 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Dakota Wealth Management reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 19,760 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $785K.
Dakota Wealth Management first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q1 2024 and held it in 6 quarters.
Dakota Wealth Management's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $851K in Q3 2024.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.