Rothschild Investment LLC’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-58
Closed -$2.31K 3210
2025
Q2
$2.31K Hold
58
﹤0.01% 1978
2025
Q1
$2.36K Hold
58
﹤0.01% 1790
2024
Q4
$2.37K Hold
58
﹤0.01% 1707
2024
Q3
$2.69K Hold
58
﹤0.01% 1575
2024
Q2
$2.41K Buy
+58
New +$2.45K ﹤0.01% 1340

Other funds holding NEE.PRR

Rothschild Investment LLC's NEE.PRR Position: Q3 2025 in Review

Rothschild Investment LLC sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 58 shares — an estimated $2.31K sold.

Rothschild Investment LLC first reported a position in NEE.PRR in Q2 2024 and held it in 5 quarters. The position peaked at $2.69K in Q3 2024. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

  • Rothschild Investment LLC reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 58 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $2.31K.
  • Rothschild Investment LLC first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q2 2024 and held it in 5 quarters.
  • Rothschild Investment LLC's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $2.69K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.