FSWA
NEE.PRP

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$10.1K – 572
2023
Q4 		$10.1K Buy
+200
New +$10.1K ﹤0.01% 184
2023
Q1 		– Sell
-200
Closed -$10.1K – 515
2022
Q4 		$10.1K Hold
200
– – ﹤0.01% 184
2022
Q3 		$9.96K Hold
200
– – ﹤0.01% 162
2022
Q2 		$9.93K Buy
+200
New +$9.8K ﹤0.01% 170

Financial Synergies Wealth Advisors's NEE.PRP Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q1 2024, closing a stake of 200 shares — an estimated $10.1K sold.

Financial Synergies Wealth Advisors first reported a position in NEE.PRP in Q2 2022 and held it in 4 quarters. The position peaked at $10.1K in Q4 2023. 0 funds tracked by Wall St. Rank hold NEE.PRP as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 200 NextEra Energy, Inc. 5.279% Corporate Units shares in Q1 2024, an estimated $10.1K.
  • Financial Synergies Wealth Advisors first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $10.1K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.