Kestra Advisory Services’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Kestra Advisory Services’s Portfolio NEE.PRP Stock Details NEE.PRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,700	Closed	-$289K	–	2347
2022 Q4	$289K	Sell	5,700 -500	-8%	-$25.1K	﹤0.01%	1773
2022 Q3	$309K	Buy	6,200 +500	+9%	+$26.1K	﹤0.01%	1583
2022 Q2	$283K	Hold	5,700	–	–	﹤0.01%	1663
2022 Q1	$297K	Hold	5,700	–	–	﹤0.01%	1601
2021 Q4	$328K	Hold	5,700	–	–	﹤0.01%	1557
2021 Q3	$290K	Hold	5,700	–	–	﹤0.01%	1699
2021 Q2	$279K	Sell	5,700 -250	-4%	-$12.4K	﹤0.01%	1618
2021 Q1	$295K	Buy	5,950 +1,650	+38%	+$84.4K	﹤0.01%	1473
2020 Q4	$216K	Buy	+4,300	New	+$214K	﹤0.01%	1667

Kestra Advisory Services's NEE.PRP Position: Q1 2023 in Review

Kestra Advisory Services sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q1 2023, closing a stake of 5,700 shares — an estimated $289K sold.

Kestra Advisory Services first reported a position in NEE.PRP in Q4 2020 and held it in 9 quarters. The position peaked at $328K in Q4 2021. 0 funds tracked by Wall St. Rank hold NEE.PRP as of Q1 2023.

Kestra Advisory Services reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q1 2023 after selling out during the quarter.
Kestra Advisory Services sold 5,700 NextEra Energy, Inc. 5.279% Corporate Units shares in Q1 2023, an estimated $289K.
Kestra Advisory Services first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q4 2020 and held it in 9 quarters.
Kestra Advisory Services's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $328K in Q4 2021.
0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.