Steward Partners Investment Advisory’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 |
-46,258
| Closed | -$2.27M | – | 3498 |
|
|
2023
Q2 | $2.27M | Buy |
46,258
+1,100
| +2% | +$53.9K | 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% | +$172K | 0.04% | 436 |
|
|
2022
Q3 | $1.93M | Buy |
39,665
+3,665
| +10% | +$178K | 0.04% | 439 |
|
|
2022
Q2 | $1.77M | Buy |
36,000
+9,315
| +35% | +$458K | 0.03% | 466 |
|
|
2022
Q1 | $1.4M | Sell |
26,685
-4,600
| -15% | -$242K | 0.02% | 590 |
|
|
2021
Q4 | $1.81M | Buy |
31,285
+3,375
| +12% | +$195K | 0.03% | 514 |
|
|
2021
Q3 | $1.43M | Buy |
27,910
+1,365
| +5% | +$69.7K | 0.02% | 546 |
|
|
2021
Q2 | $1.31M | Buy |
26,545
+3,935
| +17% | +$194K | 0.02% | 582 |
|
|
2021
Q1 | $1.12M | Buy |
22,610
+9,875
| +78% | +$490K | 0.02% | 608 |
|
|
2020
Q4 | $654K | Buy |
+12,735
| New | +$654K | 0.01% | 682 |
|