Sonora Investment Management Group’s NextEra Energy, Inc. 5.279% Corporate Units NEE.PRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-168,463
Closed -$8.54M 285
2022
Q4
$8.54M Buy
+168,463
New +$8.45M 0.78% 48
2022
Q3
Sell
-182,344
Closed -$9.05M 212
2022
Q2
$9.05M Buy
182,344
+3,245
+2% +$159K 0.86% 39
2022
Q1
$9.34M Buy
179,099
+11,975
+7% +$611K 1.06% 33
2021
Q4
$9.62M Buy
+167,124
New +$9.1M 1.12% 31

Sonora Investment Management Group's NEE.PRP Position: Q1 2023 in Review

Sonora Investment Management Group sold out of NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) in Q1 2023, closing a stake of 168,463 shares — an estimated $8.54M sold.

Sonora Investment Management Group first reported a position in NEE.PRP in Q4 2021 and held it in 4 quarters. The position peaked at $9.62M in Q4 2021. 0 funds tracked by Wall St. Rank hold NEE.PRP as of Q1 2023.

  • Sonora Investment Management Group reported no remaining NextEra Energy, Inc. 5.279% Corporate Units position as of Q1 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 168,463 NextEra Energy, Inc. 5.279% Corporate Units shares in Q1 2023, an estimated $8.54M.
  • Sonora Investment Management Group first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q4 2021 and held it in 4 quarters.
  • Sonora Investment Management Group's NextEra Energy, Inc. 5.279% Corporate Units position peaked at $9.62M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q1 2023.

Based on Sonora Investment Management Group's 13F filing for Q1 2023, filed 12 May 2023.