Mid Atlantic Financial Management’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Mid Atlantic Financial Management’s Portfolio NEE.PRP Stock Details NEE.PRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.17M	Sell	22,865 -400	-2%	-$20.9K	0.08%	216
2021 Q2	$1.14M	Buy	23,265 +8,150	+54%	+$403K	0.08%	222
2021 Q1	$749K	Buy	15,115 +10,015	+196%	+$512K	0.05%	327
2020 Q4	$259K	Buy	+5,100	New	+$254K	0.02%	636

Other funds holding NEE.PRP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Mid Atlantic Financial Management's NEE.PRP Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) stake by 1.7% in Q3 2021, selling an estimated $20.9K and leaving 22,865 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #216.

Mid Atlantic Financial Management first reported a position in NEE.PRP in Q4 2020 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold NEE.PRP as of Q3 2021.

Mid Atlantic Financial Management held 22,865 shares of NextEra Energy, Inc. 5.279% Corporate Units worth $1.17M as of Q3 2021.
Mid Atlantic Financial Management sold 400 NextEra Energy, Inc. 5.279% Corporate Units shares in Q3 2021, an estimated $20.9K.
NextEra Energy, Inc. 5.279% Corporate Units made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #216 holding.
Mid Atlantic Financial Management first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q4 2020 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.