Schnieders Capital Management’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
-13,900
Closed -$682K 202
2023
Q2
$682K Sell
13,900
-200
-1% -$9.76K 0.14% 100
2023
Q1
$689K Hold
14,100
0.15% 98
2022
Q4
$712K Sell
14,100
-150
-1% -$7.41K 0.16% 91
2022
Q3
$692K Sell
14,250
-175
-1% -$9.15K 0.18% 92
2022
Q2
$709K Sell
14,425
-1,350
-9% -$66.2K 0.21% 91
2022
Q1
$829K Buy
15,775
+300
+2% +$15.5K 0.2% 95
2021
Q4
$896K Hold
15,475
0.21% 84
2021
Q3
$791K Buy
15,475
+500
+3% +$26.4K 0.21% 86
2021
Q2
$740K Buy
14,975
+850
+6% +$42.3K 0.2% 87
2021
Q1
$701K Buy
+14,125
New +$725K 0.21% 88

Schnieders Capital Management's NEE.PRQ Position: Q3 2023 in Review

Schnieders Capital Management sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2023, closing a stake of 13,900 shares — an estimated $682K sold.

Schnieders Capital Management first reported a position in NEE.PRQ in Q1 2021 and held it in 10 quarters. The position peaked at $896K in Q4 2021. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2023.

  • Schnieders Capital Management reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Schnieders Capital Management sold 13,900 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2023, an estimated $682K.
  • Schnieders Capital Management first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q1 2021 and held it in 10 quarters.
  • Schnieders Capital Management's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $896K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2023.

Based on Schnieders Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.