LPL Financial’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,733
| Closed | -$235K | – | 5466 |
|
|
2025
Q1 | $235K | Sell |
5,733
-17,075
| -75% | -$699K | ﹤0.01% | 4632 |
|
|
2024
Q4 | $937K | Sell |
22,808
-12,460
| -35% | -$512K | ﹤0.01% | 3503 |
|
|
2024
Q3 | $1.64M | Sell |
35,268
-2,746
| -7% | -$128K | ﹤0.01% | 2890 |
|
|
2024
Q2 | $1.58M | Sell |
38,014
-104,060
| -73% | -$4.32M | ﹤0.01% | 2798 |
|
|
2024
Q1 | $5.62M | Buy |
+142,074
| New | +$5.62M | ﹤0.01% | 1682 |
|