KCPG
NEE.PRQ
Kavar Capital Partners Group’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,500
| Closed | -$806K | – | 167 |
|
|
2023
Q1 | $806K | Buy |
+16,500
| New | +$806K | 0.17% | 91 |
|
|
2022
Q3 | – | Sell |
-17,800
| Closed | -$875K | – | 169 |
|
|
2022
Q2 | $875K | Buy |
+17,800
| New | +$875K | 0.2% | 89 |
|
|
2021
Q1 | – | Sell |
-16,750
| Closed | -$860K | – | 162 |
|
|
2020
Q4 | $860K | Buy |
+16,750
| New | +$860K | 0.25% | 86 |
|