Principle Wealth Partners’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Principle Wealth Partners’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
2022 Q1	–	Sell	-3,570	Closed	-$205K	–	334
2021 Q4	$205K	Buy	+3,570	New	+$194K	0.02%	313
2020 Q3	–	Sell	-2,795	Closed	-$119K	–	460
2020 Q2	$119K	Buy	+2,795	New	+$121K	0.03%	191

Other funds holding NEE.PRP

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principle Wealth Partners's NEE.PRP Position: Q1 2022 in Review

Principle Wealth Partners sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q1 2022, closing a stake of 3,570 shares — an estimated $205K sold.

Principle Wealth Partners first reported a position in NEE.PRP in Q2 2020 and held it in 2 quarters. The position peaked at $205K in Q4 2021. 79 funds tracked by Wall St. Rank hold NEE.PRP as of Q1 2022.

Principle Wealth Partners reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q1 2022 after selling out during the quarter.
Principle Wealth Partners sold 3,570 NextEra Energy, Inc. 5.279% Corporate Units shares in Q1 2022, an estimated $205K.
Principle Wealth Partners first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q2 2020 and held it in 2 quarters.
Principle Wealth Partners's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $205K in Q4 2021.
79 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q1 2022.

Based on Principle Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.