SEI Investments’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
19,663
-8,456
| -30% | -$336K | ﹤0.01% | 2015 |
|
|
2025
Q1 | $1.14M | Hold |
28,119
| – | – | ﹤0.01% | 1858 |
|
|
2024
Q4 | $1.15M | Hold |
28,119
| – | – | ﹤0.01% | 1878 |
|
|
2024
Q3 | $1.3M | Sell |
28,119
-25,691
| -48% | -$1.19M | ﹤0.01% | 1854 |
|
|
2024
Q2 | $2.23M | Sell |
53,810
-15,250
| -22% | -$633K | ﹤0.01% | 1585 |
|
|
2024
Q1 | $2.69M | Hold |
69,060
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q4 | $2.63M | Buy |
69,060
+13,202
| +24% | +$503K | ﹤0.01% | 1479 |
|
|
2023
Q3 | $2.11M | Hold |
55,858
| – | – | ﹤0.01% | 1580 |
|
|
2023
Q2 | $2.53M | Sell |
55,858
-28,680
| -34% | -$1.3M | ﹤0.01% | 1530 |
|
|
2023
Q1 | $3.92M | Buy |
84,538
+43,280
| +105% | +$2.01M | 0.01% | 1300 |
|
|
2022
Q4 | $2.07M | Buy |
+41,258
| New | +$2.07M | ﹤0.01% | 1481 |
|