Integrated Wealth Concepts’s NextEra Energy 7.234% Corporate Units NEE.PRT Stock Holding History

Integrated Wealth Concepts’s Portfolio NEE.PRT Stock Details NEE.PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55K	Buy	+31	New	+$1.59K	﹤0.01%	5427

Other funds holding NEE.PRT

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Integrated Wealth Concepts's NEE.PRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NextEra Energy 7.234% Corporate Units (NEE.PRT) in Q2 2026: 31 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #5427 among its holdings.

60 funds tracked by Wall St. Rank hold NEE.PRT as of Q2 2026.

Integrated Wealth Concepts held 31 shares of NextEra Energy 7.234% Corporate Units worth $1.55K as of Q2 2026.
NextEra Energy 7.234% Corporate Units was a new Integrated Wealth Concepts position in Q2 2026.
NextEra Energy 7.234% Corporate Units made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5427 holding.
60 funds tracked by Wall St. Rank held NextEra Energy 7.234% Corporate Units as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.