Rational Advisors’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Rational Advisors’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 Q1	–	Sell	-70,500	Closed	-$2.88M	–	122
2024 Q4	$2.88M	Hold	70,500	–	–	0.28%	57
2024 Q3	$3.27M	Sell	70,500 -80,200	-53%	-$3.58M	0.31%	48
2024 Q2	$6.25M	Hold	150,700	–	–	0.61%	25
2024 Q1	$5.87M	Sell	150,700 -10,100	-6%	-$374K	0.54%	24
2023 Q4	$6.13M	Buy	160,800 +90,600	+129%	+$3.34M	0.62%	19
2023 Q3	$2.66M	Buy	+70,200	New	+$3.08M	0.24%	50

Other funds holding NEE.PRR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CAM

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

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rational Advisors's NEE.PRR Position: Q1 2025 in Review

Rational Advisors sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q1 2025, closing a stake of 70,500 shares — an estimated $2.88M sold.

Rational Advisors first reported a position in NEE.PRR in Q3 2023 and held it in 6 quarters. The position peaked at $6.25M in Q2 2024. 84 funds tracked by Wall St. Rank hold NEE.PRR as of Q1 2025.

Rational Advisors reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q1 2025 after selling out during the quarter.
Rational Advisors sold 70,500 NextEra Energy, Inc. 6.926% Corporate Units shares in Q1 2025, an estimated $2.88M.
Rational Advisors first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q3 2023 and held it in 6 quarters.
Rational Advisors's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $6.25M in Q2 2024.
84 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q1 2025.

Based on Rational Advisors's 13F filing for Q1 2025, filed 1 May 2025.