Steward Partners Investment Advisory’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

Steward Partners Investment Advisory’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,595	Closed	-$302K	–	4343
2025 Q2	$302K	Buy	7,595 +181	+2%	+$7.25K	﹤0.01%	1554
2025 Q1	$301K	Buy	7,414 +231	+3%	+$9.43K	﹤0.01%	1446
2024 Q4	$294K	Buy	7,183 +1,308	+22%	+$57.4K	﹤0.01%	1427
2024 Q3	$272K	Buy	5,875 +375	+7%	+$16.8K	﹤0.01%	1373
2024 Q2	$228K	Buy	5,500 +800	+17%	+$33.8K	﹤0.01%	1382
2024 Q1	$183K	Sell	4,700 -3,700	-44%	-$137K	﹤0.01%	1473
2023 Q4	$320K	Sell	8,400 -4,765	-36%	-$176K	﹤0.01%	1189
2023 Q3	$498K	Buy	+13,165	New	+$577K	0.01%	921

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Steward Partners Investment Advisory's NEE.PRR Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q3 2025, closing a stake of 7,595 shares — an estimated $302K sold.

Steward Partners Investment Advisory first reported a position in NEE.PRR in Q3 2023 and held it in 8 quarters. The position peaked at $498K in Q3 2023. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2025.

Steward Partners Investment Advisory reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 7,595 NextEra Energy, Inc. 6.926% Corporate Units shares in Q3 2025, an estimated $302K.
Steward Partners Investment Advisory first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q3 2023 and held it in 8 quarters.
Steward Partners Investment Advisory's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $498K in Q3 2023.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.