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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
12,801
-4,668
-27% -$186K ﹤0.01% 3673
2025
Q1
$710K Sell
17,469
-2,061
-11% -$83.7K ﹤0.01% 3406
2024
Q4
$799K Buy
19,530
+433
+2% +$17.7K ﹤0.01% 3308
2024
Q3
$885K Buy
19,097
+443
+2% +$20.5K ﹤0.01% 3203
2024
Q2
$774K Buy
18,654
+2,235
+14% +$92.7K ﹤0.01% 3191
2024
Q1
$639K Buy
+16,419
New +$639K ﹤0.01% 3292