Essex Financial Services’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Essex Financial Services’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	-20,375	Closed	-$810K	–	760
2025 Q2	$810K	Sell	20,375 -115	-0.6%	-$4.6K	0.05%	305
2025 Q1	$833K	Sell	20,490 -595	-3%	-$24.3K	0.06%	271
2024 Q4	$863K	Sell	21,085 -710	-3%	-$31.2K	0.06%	259
2024 Q3	$1.01M	Sell	21,795 -260	-1%	-$11.6K	0.07%	240
2024 Q2	$987K	Buy	22,055 +5,090	+30%	+$215K	0.07%	239
2024 Q1	$660K	Buy	16,965 +185	+1%	+$6.85K	0.06%	277
2023 Q4	$640K	Buy	16,780 +6,915	+70%	+$255K	0.07%	257
2023 Q3	$373K	Buy	9,865 +930	+10%	+$40.8K	0.04%	335
2023 Q2	$405K	Sell	8,935 -1,505	-14%	-$70.3K	0.05%	314
2023 Q1	$484K	Buy	+10,440	New	+$498K	0.05%	288

Other funds holding NEE.PRR

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Essex Financial Services's NEE.PRR Position: Q3 2025 in Review

Essex Financial Services sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 20,375 shares — an estimated $810K sold.

Essex Financial Services first reported a position in NEE.PRR in Q1 2023 and held it in 10 quarters. The position peaked at $1.01M in Q3 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Essex Financial Services reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Essex Financial Services sold 20,375 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $810K.
Essex Financial Services first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q1 2023 and held it in 10 quarters.
Essex Financial Services's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $1.01M in Q3 2024.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.