Steward Partners Investment Advisory’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
Q1
Sell
-63
Closed -$4K 3466
2021
Q4
$4K Hold
63
﹤0.01% 2925
2021
Q3
$4K Hold
63
﹤0.01% 2900
2021
Q2
$4K Buy
+63
New +$3.6K ﹤0.01% 6730

Other funds holding NEE.PRO

Steward Partners Investment Advisory's NEE.PRO Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q1 2022, closing a stake of 63 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in NEE.PRO in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 56 funds tracked by Wall St. Rank hold NEE.PRO as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 63 NextEra Energy, Inc. 4.872% Corporate Units shares in Q1 2022, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q2 2021 and held it in 3 quarters.
  • Steward Partners Investment Advisory's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $4K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.