Kaizen Financial Strategies’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Kaizen Financial Strategies’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,752	Closed	-$427K	–	160
2025 Q2	$427K	Sell	10,752 -3,601	-25%	-$144K	0.22%	88
2025 Q1	$583K	Buy	14,353 +3,213	+29%	+$131K	0.34%	55
2024 Q4	$456K	Buy	11,140 +3,900	+54%	+$171K	0.26%	69
2024 Q3	$336K	Buy	+7,240	New	+$323K	0.19%	90

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Kaizen Financial Strategies's NEE.PRR Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 10,752 shares — an estimated $427K sold.

Kaizen Financial Strategies first reported a position in NEE.PRR in Q3 2024 and held it in 4 quarters. The position peaked at $583K in Q1 2025. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Kaizen Financial Strategies reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Kaizen Financial Strategies sold 10,752 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $427K.
Kaizen Financial Strategies first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q3 2024 and held it in 4 quarters.
Kaizen Financial Strategies's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $583K in Q1 2025.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.