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

Envestnet Asset 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	-12,801	Closed	-$509K	–	4612
2025 Q2	$509K	Sell	12,801 -4,668	-27%	-$187K	﹤0.01%	3673
2025 Q1	$710K	Sell	17,469 -2,061	-11%	-$84.1K	﹤0.01%	3406
2024 Q4	$799K	Buy	19,530 +433	+2%	+$19K	﹤0.01%	3308
2024 Q3	$885K	Buy	19,097 +443	+2%	+$19.8K	﹤0.01%	3203
2024 Q2	$774K	Buy	18,654 +2,235	+14%	+$94.4K	﹤0.01%	3191
2024 Q1	$639K	Buy	+16,419	New	+$608K	﹤0.01%	3292

Other funds holding NEE.PRR

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Envestnet Asset Management's NEE.PRR Position: Q3 2025 in Review

Envestnet Asset Management sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 12,801 shares — an estimated $509K sold.

Envestnet Asset Management first reported a position in NEE.PRR in Q1 2024 and held it in 6 quarters. The position peaked at $885K in Q3 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Envestnet Asset Management reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Envestnet Asset Management sold 12,801 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $509K.
Envestnet Asset Management first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q1 2024 and held it in 6 quarters.
Envestnet Asset Management's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $885K in Q3 2024.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.