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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$8.28M	Buy	162,413 +6,075	+4%	+$317K	1.04%	36
2021 Q2	$7.65M	Buy	156,338 +19,046	+14%	+$942K	1%	35
2021 Q1	$6.8M	Buy	137,292 +42,915	+45%	+$2.2M	0.54%	71
2020 Q4	$4.8M	Buy	94,377 +38,830	+70%	+$1.94M	0.4%	85
2020 Q3	$2.59M	Buy	55,547 +19,207	+53%	+$915K	0.24%	109
2020 Q2	$1.54M	Buy	36,340 +28,265	+350%	+$1.22M	0.16%	126
2020 Q1	$356K	Buy	+8,075	New	+$339K	0.04%	189

Other funds holding NEE.PRP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sonora Investment Management's NEE.PRP Position: Q3 2021 in Review

Sonora Investment Management increased its NextEra Energy, Inc. 5.279% Corporate Units (NEE.PRP) stake by 3.9% in Q3 2021, buying an estimated $317K and bringing the position to 162,413 shares worth $8.28M. The position accounts for 1.04% of the portfolio, ranked #36.

Sonora Investment Management first reported a position in NEE.PRP in Q1 2020 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold NEE.PRP as of Q3 2021.

Sonora Investment Management held 162,413 shares of NextEra Energy, Inc. 5.279% Corporate Units worth $8.28M as of Q3 2021.
Sonora Investment Management bought 6,075 NextEra Energy, Inc. 5.279% Corporate Units shares in Q3 2021, an estimated $317K.
NextEra Energy, Inc. 5.279% Corporate Units made up 1.04% of Sonora Investment Management's portfolio in Q3 2021, its #36 holding.
Sonora Investment Management first reported a position in NextEra Energy, Inc. 5.279% Corporate Units in Q1 2020 and has held it in 7 quarters since.
75 funds tracked by Wall St. Rank held NextEra Energy, Inc. 5.279% Corporate Units as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.