Financial Sense Advisors’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Financial Sense Advisors’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-51,519	Closed	-$2.5M	–	107
2022 Q3	$2.5M	Sell	51,519 -5,618	-10%	-$294K	1.06%	16
2022 Q2	$2.81M	Buy	+57,137	New	+$2.8M	1.03%	20
2022 Q1	–	Sell	-88,010	Closed	-$5.1M	–	160
2021 Q4	$5.1M	Sell	88,010 -9,729	-10%	-$532K	1.75%	15
2021 Q3	$5M	Buy	97,739 +11,474	+13%	+$606K	1.67%	17
2021 Q2	$4.26M	Sell	86,265 -31,143	-27%	-$1.55M	1.34%	20
2021 Q1	$5.82M	Buy	117,408 +5,175	+5%	+$266K	1.96%	16
2020 Q4	$5.76M	Buy	+112,233	New	+$5.61M	2.09%	14

Other funds holding NEE.PRQ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Financial Sense Advisors's NEE.PRQ Position: Q4 2022 in Review

Financial Sense Advisors sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q4 2022, closing a stake of 51,519 shares — an estimated $2.5M sold.

Financial Sense Advisors first reported a position in NEE.PRQ in Q4 2020 and held it in 7 quarters. The position peaked at $5.82M in Q1 2021. 63 funds tracked by Wall St. Rank hold NEE.PRQ as of Q4 2022.

Financial Sense Advisors reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q4 2022 after selling out during the quarter.
Financial Sense Advisors sold 51,519 NextEra Energy, Inc. 6.219% Corporate Units shares in Q4 2022, an estimated $2.5M.
Financial Sense Advisors first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q4 2020 and held it in 7 quarters.
Financial Sense Advisors's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $5.82M in Q1 2021.
63 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q4 2022.

Based on Financial Sense Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.