LPL Financial’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

LPL Financial’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18,446	Closed	-$904K	–	4861
2023 Q2	$904K	Buy	18,446 +13,210	+252%	+$644K	﹤0.01%	2918
2023 Q1	$253K	Sell	5,236 -3,450	-40%	-$167K	﹤0.01%	3875
2022 Q4	$435K	Sell	8,686 -1,600	-16%	-$79K	﹤0.01%	3383
2022 Q3	$499K	Sell	10,286 -1,064	-9%	-$55.6K	﹤0.01%	3161
2022 Q2	$558K	Sell	11,350 -600	-5%	-$29.4K	﹤0.01%	3115
2022 Q1	$628K	Sell	11,950 -500	-4%	-$25.8K	﹤0.01%	3021
2021 Q4	$721K	Hold	12,450	–	–	﹤0.01%	2958
2021 Q3	$636K	Buy	12,450 +3,150	+34%	+$166K	﹤0.01%	3005
2021 Q2	$458K	Buy	9,300 +2,150	+30%	+$107K	﹤0.01%	3243
2021 Q1	$355K	Buy	+7,150	New	+$367K	﹤0.01%	3340

LPL Financial's NEE.PRQ Position: Q3 2023 in Review

LPL Financial sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2023, closing a stake of 18,446 shares — an estimated $904K sold.

LPL Financial first reported a position in NEE.PRQ in Q1 2021 and held it in 10 quarters. The position peaked at $904K in Q2 2023. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2023.

LPL Financial reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2023 after selling out during the quarter.
LPL Financial sold 18,446 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2023, an estimated $904K.
LPL Financial first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q1 2021 and held it in 10 quarters.
LPL Financial's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $904K in Q2 2023.
0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.