MA
NEE.PRQ
Mutual Advisors’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-15,274
| Closed | -$746K | – | 1084 |
|
2023
Q1 | $746K | Hold |
15,274
| – | – | 0.03% | 509 |
|
2022
Q4 | $771K | Hold |
15,274
| – | – | 0.03% | 481 |
|
2022
Q3 | $742K | Sell |
15,274
-665
| -4% | -$32.3K | 0.04% | 450 |
|
2022
Q2 | $783K | Buy |
15,939
+1
| +0% | +$49 | 0.05% | 406 |
|
2022
Q1 | $837K | Sell |
15,938
-916
| -5% | -$48.1K | 0.05% | 424 |
|
2021
Q4 | $976K | Hold |
16,854
| – | – | 0.05% | 394 |
|
2021
Q3 | $861K | Hold |
16,854
| – | – | 0.05% | 390 |
|
2021
Q2 | $833K | Sell |
16,854
-169
| -1% | -$8.35K | 0.05% | 401 |
|
2021
Q1 | $844K | Sell |
17,023
-310
| -2% | -$15.4K | 0.06% | 362 |
|
2020
Q4 | $890K | Buy |
+17,333
| New | +$890K | 0.07% | 335 |
|