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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,570
Closed -$205K 334
2021
Q4
$205K Buy
+3,570
New +$205K 0.02% 313
2020
Q3
Sell
-2,795
Closed -$119K 460
2020
Q2
$119K Buy
+2,795
New +$119K 0.03% 191