Global Retirement Partners’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Global Retirement Partners’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
2023 Q2	–	Sell	-633	Closed	-$30.8K	–	3288
2023 Q1	$30.8K	Sell	633 -72	-10%	-$3.5K	﹤0.01%	1450
2022 Q4	$35.6K	Hold	705	–	–	﹤0.01%	1241
2022 Q3	$34K	Sell	705 -700	-50%	-$36.6K	﹤0.01%	1168
2022 Q2	$69K	Buy	1,405 +62	+5%	+$3.04K	0.01%	877
2022 Q1	$66K	Buy	+1,343	New	+$69.2K	0.01%	885
2021 Q4	–	Sell	-220	Closed	-$11K	–	2050
2021 Q3	$11K	Buy	220 +137	+165%	+$7.23K	﹤0.01%	1413
2021 Q2	$4K	Buy	+83	New	+$4.13K	﹤0.01%	1652

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

CAM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ACM

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Global Retirement Partners's NEE.PRQ Position: Q2 2023 in Review

Global Retirement Partners sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q2 2023, closing a stake of 633 shares — an estimated $30.8K sold.

Global Retirement Partners first reported a position in NEE.PRQ in Q2 2021 and held it in 7 quarters. The position peaked at $69K in Q2 2022. 62 funds tracked by Wall St. Rank hold NEE.PRQ as of Q2 2023.

Global Retirement Partners reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q2 2023 after selling out during the quarter.
Global Retirement Partners sold 633 NextEra Energy, Inc. 6.219% Corporate Units shares in Q2 2023, an estimated $30.8K.
Global Retirement Partners first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q2 2021 and held it in 7 quarters.
Global Retirement Partners's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $69K in Q2 2022.
62 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.