Kavar Capital Partners Group’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Kavar Capital Partners Group’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	-16,500	Closed	-$806K	–	167
2023 Q1	$806K	Buy	+16,500	New	+$801K	0.17%	91
2022 Q3	–	Sell	-17,800	Closed	-$875K	–	169
2022 Q2	$875K	Buy	+17,800	New	+$873K	0.2%	89
2021 Q1	–	Sell	-16,750	Closed	-$860K	–	162
2020 Q4	$860K	Buy	+16,750	New	+$837K	0.25%	86

Other funds holding NEE.PRQ

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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

Kavar Capital Partners Group's NEE.PRQ Position: Q2 2023 in Review

Kavar Capital Partners Group sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q2 2023, closing a stake of 16,500 shares — an estimated $806K sold.

Kavar Capital Partners Group first reported a position in NEE.PRQ in Q4 2020 and held it in 3 quarters. The position peaked at $875K in Q2 2022. 62 funds tracked by Wall St. Rank hold NEE.PRQ as of Q2 2023.

Kavar Capital Partners Group reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q2 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 16,500 NextEra Energy, Inc. 6.219% Corporate Units shares in Q2 2023, an estimated $806K.
Kavar Capital Partners Group first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q4 2020 and held it in 3 quarters.
Kavar Capital Partners Group's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $875K in Q2 2022.
62 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q2 2023.

Based on Kavar Capital Partners Group's 13F filing for Q2 2023, filed 7 Aug 2023.