Rowlandmiller & Partners’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,450
Closed -$316K 183
2023
Q2
$316K Hold
6,450
0.07% 120
2023
Q1
$315K Buy
6,450
+200
+3% +$9.71K 0.08% 119
2022
Q4
$314K Hold
6,250
0.08% 123
2022
Q3
$304K Buy
+6,250
New +$327K 0.08% 117
2022
Q1
Sell
-6,250
Closed -$362K 192
2021
Q4
$362K Buy
+6,250
New +$342K 0.08% 119
2021
Q3
Sell
-4,600
Closed -$227K 190
2021
Q2
$227K Buy
+4,600
New +$229K 0.06% 135

Rowlandmiller & Partners's NEE.PRQ Position: Q3 2023 in Review

Rowlandmiller & Partners sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2023, closing a stake of 6,450 shares — an estimated $316K sold.

Rowlandmiller & Partners first reported a position in NEE.PRQ in Q2 2021 and held it in 6 quarters. The position peaked at $362K in Q4 2021. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2023.

  • Rowlandmiller & Partners reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Rowlandmiller & Partners sold 6,450 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2023, an estimated $316K.
  • Rowlandmiller & Partners first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q2 2021 and held it in 6 quarters.
  • Rowlandmiller & Partners's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $362K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2023.

Based on Rowlandmiller & Partners's 13F filing for Q3 2023, filed 26 Oct 2023.