Kestra Advisory Services’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $767K | Sell |
19,299
-5,504
| -22% | -$219K | ﹤0.01% | 1660 |
|
2025
Q1 | $1.01M | Sell |
24,803
-1,851
| -7% | -$75.2K | ﹤0.01% | 1390 |
|
2024
Q4 | $1.09M | Buy |
26,654
+2,098
| +9% | +$85.9K | 0.01% | 1367 |
|
2024
Q3 | $1.14M | Sell |
24,556
-411
| -2% | -$19.1K | 0.01% | 1250 |
|
2024
Q2 | $1.04M | Buy |
24,967
+3,205
| +15% | +$133K | 0.01% | 1296 |
|
2024
Q1 | $847K | Buy |
+21,762
| New | +$847K | 0.01% | 1340 |
|