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