Principle Wealth Partners’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
10,645
| – | – | 0.03% | 251 |
|
|
2025
Q1 | $433K | Hold |
10,645
| – | – | 0.03% | 240 |
|
|
2024
Q4 | $436K | Buy |
10,645
+1,175
| +12% | +$48.1K | 0.03% | 236 |
|
|
2024
Q3 | $439K | Buy |
9,470
+2,040
| +27% | +$94.6K | 0.03% | 245 |
|
|
2024
Q2 | $308K | Hold |
7,430
| – | – | 0.02% | 275 |
|
|
2024
Q1 | $289K | Hold |
7,430
| – | – | 0.02% | 287 |
|
|
2023
Q4 | $283K | Buy |
+7,430
| New | +$283K | 0.02% | 275 |
|
|
2023
Q3 | – | Sell |
-6,140
| Closed | -$278K | – | 326 |
|
|
2023
Q2 | $278K | Sell |
6,140
-15
| -0.2% | -$679 | 0.03% | 274 |
|
|
2023
Q1 | $285K | Buy |
+6,155
| New | +$285K | 0.03% | 263 |
|