SPIA
NEE.PRQ

Steward Partners Investment Advisory’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Steward Partners Investment Advisory’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-46,258
Closed -$2.27M – 3498
2023
Q2 		$2.27M Buy
46,258
+1,100
+2% +$53.7K 0.03% 441
2023
Q1 		$2.21M Buy
45,158
+2,093
+5% +$102K 0.04% 448
2022
Q4 		$2.17M Buy
43,065
+3,400
+9% +$168K 0.04% 436
2022
Q3 		$1.93M Buy
39,665
+3,665
+10% +$192K 0.04% 439
2022
Q2 		$1.77M Buy
36,000
+9,315
+35% +$457K 0.03% 466
2022
Q1 		$1.4M Sell
26,685
-4,600
-15% -$237K 0.02% 590
2021
Q4 		$1.81M Buy
31,285
+3,375
+12% +$185K 0.03% 514
2021
Q3 		$1.43M Buy
27,910
+1,365
+5% +$72K 0.02% 546
2021
Q2 		$1.31M Buy
26,545
+3,935
+17% +$196K 0.02% 582
2021
Q1 		$1.12M Buy
22,610
+9,875
+78% +$507K 0.02% 608
2020
Q4 		$654K Buy
+12,735
New +$637K 0.01% 682

Steward Partners Investment Advisory's NEE.PRQ Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2023, closing a stake of 46,258 shares — an estimated $2.27M sold.

Steward Partners Investment Advisory first reported a position in NEE.PRQ in Q4 2020 and held it in 11 quarters. The position peaked at $2.27M in Q2 2023. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 46,258 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2023, an estimated $2.27M.
  • Steward Partners Investment Advisory first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q4 2020 and held it in 11 quarters.
  • Steward Partners Investment Advisory's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $2.27M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.