Narwhal Capital Management’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Narwhal Capital 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 Q4	–	Sell	-9,755	Closed	-$497K	–	172
2021 Q3	$497K	Sell	9,755 -2,519	-21%	-$132K	0.06%	112
2021 Q2	$601K	Sell	12,274 -2,446	-17%	-$121K	0.08%	111
2021 Q1	$729K	Sell	14,720 -42,969	-74%	-$2.2M	0.1%	100
2020 Q4	$2.93M	Buy	57,689 +11,286	+24%	+$563K	0.42%	59
2020 Q3	$2.17M	Buy	+46,403	New	+$2.21M	0.35%	65

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ACM

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

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

Narwhal Capital Management's NEE.PRP Position: Q4 2021 in Review

Narwhal Capital Management sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q4 2021, closing a stake of 9,755 shares — an estimated $497K sold.

Narwhal Capital Management first reported a position in NEE.PRP in Q3 2020 and held it in 5 quarters. The position peaked at $2.93M in Q4 2020. 67 funds tracked by Wall St. Rank hold NEE.PRP as of Q4 2021.

Narwhal Capital Management reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q4 2021 after selling out during the quarter.
Narwhal Capital Management sold 9,755 NextEra Energy, Inc. 5.279% Corporate Units shares in Q4 2021, an estimated $497K.
Narwhal Capital Management first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q3 2020 and held it in 5 quarters.
Narwhal Capital Management's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $2.93M in Q4 2020.
67 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q4 2021.

Based on Narwhal Capital Management's 13F filing for Q4 2021, filed 26 Jan 2022.