Sonora Investment Management’s NextEra Energy Capital Holdings, Inc. Series K Junior Subordinated Debentures due June 1, 2076 NEE.PRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,375	Closed	-$35K	–	1102
2021 Q1	$35K	Buy	1,375 +475	+53%	+$12.2K	﹤0.01%	723
2020 Q4	$24K	Hold	900	–	–	﹤0.01%	851
2020 Q3	$23K	Hold	900	–	–	﹤0.01%	844
2020 Q2	$23K	Buy	+900	New	+$23.1K	﹤0.01%	738

Other funds holding NEE.PRK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sonora Investment Management's NEE.PRK Position: Q2 2021 in Review

Sonora Investment Management sold out of NextEra Energy Capital Holdings, Inc. Series K Junior Subordinated Debentures due June 1, 2076 (NEE.PRK) in Q2 2021, closing a stake of 1,375 shares — an estimated $35K sold.

Sonora Investment Management first reported a position in NEE.PRK in Q2 2020 and held it in 4 quarters. The position peaked at $35K in Q1 2021. 3 funds tracked by Wall St. Rank hold NEE.PRK as of Q2 2021.

Sonora Investment Management reported no remaining NextEra Energy Capital Holdings, Inc. Series K Junior Subordinated Debentures due June 1, 2076 position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 1,375 NextEra Energy Capital Holdings, Inc. Series K Junior Subordinated Debentures due June 1, 2076 shares in Q2 2021, an estimated $35K.
Sonora Investment Management first reported a position in NextEra Energy Capital Holdings, Inc. Series K Junior Subordinated Debentures due June 1, 2076 in Q2 2020 and held it in 4 quarters.
Sonora Investment Management's NextEra Energy Capital Holdings, Inc. Series K Junior Subordinated Debentures due June 1, 2076 position peaked at $35K in Q1 2021.
3 funds tracked by Wall St. Rank held NextEra Energy Capital Holdings, Inc. Series K Junior Subordinated Debentures due June 1, 2076 as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.