Pier 88 Investment Partners’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
Q1 | – | Sell |
-70,500
| Closed | -$2.88M | – | 109 |
|
2024
Q4 | $2.88M | Sell |
70,500
-300
| -0.4% | -$12.3K | 0.57% | 29 |
|
2024
Q3 | $3.28M | Sell |
70,800
-492,540
| -87% | -$22.8M | 0.72% | 30 |
|
2024
Q2 | $23.4M | Hold |
563,340
| – | – | 5.24% | 1 |
|
2024
Q1 | $21.9M | Buy |
563,340
+31,100
| +6% | +$1.21M | 5.39% | 3 |
|
2023
Q4 | $20.3M | Buy |
532,240
+179,640
| +51% | +$6.85M | 5.1% | 7 |
|
2023
Q3 | $13.3M | Buy |
+352,600
| New | +$13.3M | 3.32% | 15 |
|