Kestra Private Wealth 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 | $1.71M | Sell |
43,150
-1,600
| -4% | -$63.6K | 0.02% | 543 |
|
|
2025
Q1 | $1.82M | Buy |
44,750
+500
| +1% | +$20.3K | 0.03% | 480 |
|
|
2024
Q4 | $1.81M | Hold |
44,250
| – | – | 0.03% | 456 |
|
|
2024
Q3 | $2.05M | Buy |
44,250
+1,500
| +4% | +$69.5K | 0.04% | 412 |
|
|
2024
Q2 | $1.77M | Sell |
42,750
-1,700
| -4% | -$70.5K | 0.04% | 417 |
|
|
2024
Q1 | $1.73M | Sell |
44,450
-600
| -1% | -$23.4K | 0.04% | 407 |
|
|
2023
Q4 | $1.72M | Sell |
45,050
-1,150
| -2% | -$43.8K | 0.04% | 382 |
|
|
2023
Q3 | $1.75M | Buy |
46,200
+5,400
| +13% | +$204K | 0.05% | 328 |
|
|
2023
Q2 | $1.85M | Buy |
40,800
+5,850
| +17% | +$265K | 0.06% | 312 |
|
|
2023
Q1 | $1.62M | Buy |
+34,950
| New | +$1.62M | 0.06% | 307 |
|