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 |
|