EFS
Essex Financial Services’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 | $810K | Sell |
20,375
-115
| -0.6% | -$4.57K | 0.05% | 305 |
|
|
2025
Q1 | $833K | Sell |
20,490
-595
| -3% | -$24.2K | 0.06% | 271 |
|
|
2024
Q4 | $863K | Sell |
21,085
-710
| -3% | -$29.1K | 0.06% | 259 |
|
|
2024
Q3 | $1.01M | Sell |
21,795
-260
| -1% | -$12.1K | 0.07% | 240 |
|
|
2024
Q2 | $987K | Buy |
22,055
+5,090
| +30% | +$228K | 0.07% | 239 |
|
|
2024
Q1 | $660K | Buy |
16,965
+185
| +1% | +$7.2K | 0.06% | 277 |
|
|
2023
Q4 | $640K | Buy |
16,780
+6,915
| +70% | +$264K | 0.07% | 257 |
|
|
2023
Q3 | $373K | Buy |
9,865
+930
| +10% | +$35.2K | 0.04% | 335 |
|
|
2023
Q2 | $405K | Sell |
8,935
-1,505
| -14% | -$68.2K | 0.05% | 314 |
|
|
2023
Q1 | $484K | Buy |
+10,440
| New | +$484K | 0.05% | 288 |
|