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

Mutual Advisors’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 Q2	–	Sell	-15,274	Closed	-$746K	–	1085
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%	-$34.8K	0.04%	451
2022 Q2	$783K	Buy	15,939 +1	+0%	+$49	0.05%	407
2022 Q1	$837K	Sell	15,938 -916	-5%	-$47.2K	0.05%	425
2021 Q4	$976K	Hold	16,854	–	–	0.05%	395
2021 Q3	$861K	Hold	16,854	–	–	0.05%	391
2021 Q2	$833K	Sell	16,854 -169	-1%	-$8.4K	0.05%	402
2021 Q1	$844K	Sell	17,023 -310	-2%	-$15.9K	0.06%	363
2020 Q4	$890K	Buy	+17,333	New	+$867K	0.07%	336

Other funds holding NEE.PRQ

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mutual Advisors's NEE.PRQ Position: Q2 2023 in Review

Mutual Advisors sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q2 2023, closing a stake of 15,274 shares — an estimated $746K sold.

Mutual Advisors first reported a position in NEE.PRQ in Q4 2020 and held it in 10 quarters. The position peaked at $976K in Q4 2021. 62 funds tracked by Wall St. Rank hold NEE.PRQ as of Q2 2023.

Mutual Advisors reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q2 2023 after selling out during the quarter.
Mutual Advisors sold 15,274 NextEra Energy, Inc. 6.219% Corporate Units shares in Q2 2023, an estimated $746K.
Mutual Advisors first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q4 2020 and held it in 10 quarters.
Mutual Advisors's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $976K in Q4 2021.
62 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.