OPS
NEE.PRQ

Orion Portfolio Solutions’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Orion Portfolio Solutions’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
2022
Q3 		– Sell
-4,216
Closed -$207K – 765
2022
Q2 		$207K Buy
+4,216
New +$207K 0.01% 651

Other funds holding NEE.PRQ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Orion Portfolio Solutions's NEE.PRQ Position: Q3 2022 in Review

Orion Portfolio Solutions sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2022, closing a stake of 4,216 shares — an estimated $207K sold.

Orion Portfolio Solutions first reported a position in NEE.PRQ in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 74 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2022.

  • Orion Portfolio Solutions reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,216 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2022, an estimated $207K.
  • Orion Portfolio Solutions first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q2 2022 and held it in 1 quarter.
  • Orion Portfolio Solutions's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $207K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2022.

Based on Orion Portfolio Solutions's 13F filing for Q3 2022, filed 9 Nov 2022.