SSI Investment Management’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-56,095
Closed -$3.16M 302
2022
Q2
$3.16M Sell
56,095
-7,945
-12% -$446K 0.2% 133
2022
Q1
$3.95M Sell
64,040
-10,555
-14% -$624K 0.22% 119
2021
Q4
$5.07M Sell
74,595
-1,500
-2% -$95.4K 0.3% 92
2021
Q3
$4.45M Hold
76,095
0.27% 107
2021
Q2
$4.27M Sell
76,095
-1,900
-2% -$109K 0.28% 111
2021
Q1
$4.48M Sell
77,995
-355
-0.5% -$21K 0.32% 83
2020
Q4
$4.61M Buy
78,350
+9,875
+14% +$571K 0.33% 67
2020
Q3
$3.71M Buy
68,475
+4,735
+7% +$258K 0.32% 78
2020
Q2
$3.09M Sell
63,740
-171,170
-73% -$8.36M 0.27% 88
2020
Q1
$11.5M Buy
234,910
+45,960
+24% +$2.37M 1.02% 26
2019
Q4
$9.69M Buy
188,950
+2,690
+1% +$135K 0.65% 47
2019
Q3
$9.34M Buy
+186,260
New +$9.16M 0.68% 42

SSI Investment Management's NEE.PRO Position: Q3 2022 in Review

SSI Investment Management sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q3 2022, closing a stake of 56,095 shares — an estimated $3.16M sold.

SSI Investment Management first reported a position in NEE.PRO in Q3 2019 and held it in 12 quarters. The position peaked at $11.5M in Q1 2020. 0 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2022.

  • SSI Investment Management reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • SSI Investment Management sold 56,095 NextEra Energy, Inc. 4.872% Corporate Units shares in Q3 2022, an estimated $3.16M.
  • SSI Investment Management first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q3 2019 and held it in 12 quarters.
  • SSI Investment Management's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $11.5M in Q1 2020.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q3 2022.

Based on SSI Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.