Essex Financial Services’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,966
Closed -$302K 512
2022
Q4
$302K Buy
5,966
+1,445
+32% +$72.5K 0.03% 359
2022
Q3
$225K Buy
4,521
+225
+5% +$11.8K 0.03% 408
2022
Q2
$213K Buy
+4,296
New +$211K 0.02% 445

Essex Financial Services's NEE.PRP Position: Q1 2023 in Review

Essex Financial Services sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q1 2023, closing a stake of 5,966 shares — an estimated $302K sold.

Essex Financial Services first reported a position in NEE.PRP in Q2 2022 and held it in 3 quarters. The position peaked at $302K in Q4 2022. 0 funds tracked by Wall St. Rank hold NEE.PRP as of Q1 2023.

  • Essex Financial Services reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q1 2023 after selling out during the quarter.
  • Essex Financial Services sold 5,966 NextEra Energy, Inc. 5.279% Corporate Units shares in Q1 2023, an estimated $302K.
  • Essex Financial Services first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q2 2022 and held it in 3 quarters.
  • Essex Financial Services's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $302K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q1 2023.

Based on Essex Financial Services's 13F filing for Q1 2023, filed 11 May 2023.