Private Trust Company’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Private Trust Company’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
2023 Q1	–	Sell	-98	Closed	-$5K	–	2390
2022 Q4	$5K	Hold	98	–	–	﹤0.01%	1830
2022 Q3	$5K	Hold	98	–	–	﹤0.01%	1701
2022 Q2	$5K	Buy	+98	New	+$4.8K	﹤0.01%	1783

Private Trust Company's NEE.PRP Position: Q1 2023 in Review

Private Trust Company sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q1 2023, closing a stake of 98 shares — an estimated $5K sold.

Private Trust Company first reported a position in NEE.PRP in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q4 2022. 0 funds tracked by Wall St. Rank hold NEE.PRP as of Q1 2023.

Private Trust Company reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q1 2023 after selling out during the quarter.
Private Trust Company sold 98 NextEra Energy, Inc. 5.279% Corporate Units shares in Q1 2023, an estimated $5K.
Private Trust Company first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q2 2022 and held it in 3 quarters.
Private Trust Company's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $5K in Q4 2022.
0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.