Principle Wealth Partners’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Principle Wealth Partners’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,645	Closed	-$423K	–	366
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%	+$51.6K	0.03%	236
2024 Q3	$439K	Buy	9,470 +2,040	+27%	+$91.1K	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	+$274K	0.02%	275
2023 Q3	–	Sell	-6,140	Closed	-$278K	–	326
2023 Q2	$278K	Sell	6,140 -15	-0.2%	-$700	0.03%	274
2023 Q1	$285K	Buy	+6,155	New	+$293K	0.03%	263

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Principle Wealth Partners's NEE.PRR Position: Q3 2025 in Review

Principle Wealth Partners sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 10,645 shares — an estimated $423K sold.

Principle Wealth Partners first reported a position in NEE.PRR in Q1 2023 and held it in 9 quarters. The position peaked at $439K in Q3 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Principle Wealth Partners reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Principle Wealth Partners sold 10,645 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $423K.
Principle Wealth Partners first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q1 2023 and held it in 9 quarters.
Principle Wealth Partners's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $439K in Q3 2024.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.