NewEdge Advisors’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,570
| Closed | -$1.4M | – | 4340 |
|
|
2022
Q4 | $1.4M | Hold |
27,570
| – | – | 0.04% | 413 |
|
|
2022
Q3 | $1.37M | Sell |
27,570
-100
| -0.4% | -$4.98K | 0.02% | 539 |
|
|
2022
Q2 | $1.37M | Buy |
27,670
+805
| +3% | +$40K | 0.02% | 551 |
|
|
2022
Q1 | $1.4M | Buy |
26,865
+3,100
| +13% | +$162K | 0.02% | 531 |
|
|
2021
Q4 | $1.37M | Buy |
+23,765
| New | +$1.37M | 0.02% | 588 |
|