Sonora Investment Management Group’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Sonora Investment Management Group’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-437,977	Closed	-$17.8M	–	313
2025 Q1	$17.8M	Buy	437,977 +35,842	+9%	+$1.46M	1.41%	22
2024 Q4	$16.5M	Buy	402,135 +55,965	+16%	+$2.46M	1.26%	23
2024 Q3	$16M	Buy	346,170 +75,445	+28%	+$3.37M	1.19%	27
2024 Q2	$10.5M	Hold	270,725	–	–	0.82%	44
2024 Q1	$10.5M	Buy	270,725 +56,085	+26%	+$2.08M	0.82%	44
2023 Q4	$8.18M	Buy	214,640 +96,905	+82%	+$3.57M	0.67%	55
2023 Q3	$4.45M	Buy	+117,735	New	+$5.16M	0.38%	85

Other funds holding NEE.PRR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

ACM

Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sonora Investment Management Group's NEE.PRR Position: Q2 2025 in Review

Sonora Investment Management Group sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q2 2025, closing a stake of 437,977 shares — an estimated $17.8M sold.

Sonora Investment Management Group first reported a position in NEE.PRR in Q3 2023 and held it in 7 quarters. The position peaked at $17.8M in Q1 2025. 84 funds tracked by Wall St. Rank hold NEE.PRR as of Q2 2025.

Sonora Investment Management Group reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q2 2025 after selling out during the quarter.
Sonora Investment Management Group sold 437,977 NextEra Energy, Inc. 6.926% Corporate Units shares in Q2 2025, an estimated $17.8M.
Sonora Investment Management Group first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q3 2023 and held it in 7 quarters.
Sonora Investment Management Group's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $17.8M in Q1 2025.
84 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q2 2025.

Based on Sonora Investment Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.