Kestra Advisory Services’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,700
| Closed | -$289K | – | 2347 |
|
|
2022
Q4 | $289K | Sell |
5,700
-500
| -8% | -$25.4K | ﹤0.01% | 1773 |
|
|
2022
Q3 | $309K | Buy |
6,200
+500
| +9% | +$24.9K | ﹤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% | -$12.2K | ﹤0.01% | 1618 |
|
|
2021
Q1 | $295K | Buy |
5,950
+1,650
| +38% | +$81.8K | ﹤0.01% | 1473 |
|
|
2020
Q4 | $216K | Buy |
+4,300
| New | +$216K | ﹤0.01% | 1667 |
|