Silver Oak Securities’s NextEra Energy 7.234% Corporate Units NEE.PRT Stock Holding History

Silver Oak Securities’s Portfolio NEE.PRT Stock Details NEE.PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$486K	Buy	+9,782	New	+$476K	0.04%	488

Other funds holding NEE.PRT

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pier 88 Investment Partners San Francisco, California $407M AUM 13.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Silver Oak Securities's NEE.PRT Position: Q3 2026 in Review

Silver Oak Securities opened a new position in NextEra Energy 7.234% Corporate Units (NEE.PRT) in Q3 2026: 9,782 shares worth $486K. The stake represents 0.04% of the portfolio and ranks #488 among its holdings.

23 funds tracked by Wall St. Rank hold NEE.PRT as of Q3 2026.

Silver Oak Securities held 9,782 shares of NextEra Energy 7.234% Corporate Units worth $486K as of Q3 2026.
NextEra Energy 7.234% Corporate Units was a new Silver Oak Securities position in Q3 2026.
NextEra Energy 7.234% Corporate Units made up 0.04% of Silver Oak Securities's portfolio in Q3 2026, its #488 holding.
23 funds tracked by Wall St. Rank held NextEra Energy 7.234% Corporate Units as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.