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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-24,845
Closed -$1.21M 7876
2023
Q2
$1.21M Sell
24,845
-47,382
-66% -$2.31M ﹤0.01% 4720
2023
Q1
$3.53M Buy
72,227
+41,343
+134% +$2.01M ﹤0.01% 4065
2022
Q4
$1.55M Buy
30,884
+13,667
+79% +$675K ﹤0.01% 4617
2022
Q3
$836K Sell
17,217
-138
-0.8% -$7.22K ﹤0.01% 4983
2022
Q2
$854K Sell
17,355
-86,493
-83% -$4.24M ﹤0.01% 5113
2022
Q1
$5.47M Buy
103,848
+32,824
+46% +$1.69M ﹤0.01% 3592
2021
Q4
$4.09M Sell
71,024
-84,141
-54% -$4.6M ﹤0.01% 3927
2021
Q3
$7.94M Sell
155,165
-2,533
-2% -$134K ﹤0.01% 3173
2021
Q2
$7.68M Sell
157,698
-68,145
-30% -$3.39M ﹤0.01% 3296
2021
Q1
$11.2M Buy
225,843
+43,519
+24% +$2.23M ﹤0.01% 2533
2020
Q4
$9.28M Buy
182,324
+127,268
+231% +$6.36M ﹤0.01% 2592
2020
Q3
$2.6M Buy
+55,056
New +$2.62M ﹤0.01% 3423

Morgan Stanley's NEE.PRQ Position: Q3 2023 in Review

Morgan Stanley sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2023, closing a stake of 24,845 shares — an estimated $1.21M sold.

Morgan Stanley first reported a position in NEE.PRQ in Q3 2020 and held it in 12 quarters. The position peaked at $11.2M in Q1 2021. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2023.

  • Morgan Stanley reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 24,845 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2023, an estimated $1.21M.
  • Morgan Stanley first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q3 2020 and held it in 12 quarters.
  • Morgan Stanley's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $11.2M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.