Financial Synergies Wealth Advisors’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NEE.PRP Stock Details NEE.PRP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$10.1K	Buy
2023 Q1	–	Sell
2022 Q4	$10.1K	Hold
2022 Q3	$9.96K	Hold
2022 Q2	$9.93K	Buy