SSI Investment Management’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,150
Closed -$251K 247
2023
Q2
$251K Sell
5,150
-490
-9% -$23.9K 0.02% 234
2023
Q1
$274K Sell
5,640
-19,555
-78% -$951K 0.02% 235
2022
Q4
$1.26M Sell
25,195
-12,585
-33% -$631K 0.08% 189
2022
Q3
$1.83M Buy
+37,780
New +$1.83M 0.12% 164