Oppenheimer & Co’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,781
Closed -$438K 1669
2025
Q1
$438K Sell
10,781
-2,124
-16% -$86.3K 0.01% 1117
2024
Q4
$528K Sell
12,905
-600
-4% -$24.6K 0.01% 1045
2024
Q3
$626K Sell
13,505
-1,100
-8% -$51K 0.01% 958
2024
Q2
$606K Buy
14,605
+3,802
+35% +$158K 0.01% 940
2024
Q1
$421K Buy
10,803
+1,700
+19% +$66.2K 0.01% 1055
2023
Q4
$347K Buy
+9,103
New +$347K 0.01% 1091