Steward Partners Investment Advisory’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
7,595
+181
| +2% | +$7.19K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $301K | Buy |
7,414
+231
| +3% | +$9.39K | ﹤0.01% | 1446 |
|
|
2024
Q4 | $294K | Buy |
7,183
+1,308
| +22% | +$53.5K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $272K | Buy |
5,875
+375
| +7% | +$17.4K | ﹤0.01% | 1373 |
|
|
2024
Q2 | $228K | Buy |
5,500
+800
| +17% | +$33.2K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $183K | Sell |
4,700
-3,700
| -44% | -$144K | ﹤0.01% | 1473 |
|
|
2023
Q4 | $320K | Sell |
8,400
-4,765
| -36% | -$182K | ﹤0.01% | 1189 |
|
|
2023
Q3 | $498K | Buy |
+13,165
| New | +$498K | 0.01% | 921 |
|