Syverson Strege & Co’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-55	Closed	-$2.69K	–	665
2023 Q1	$2.69K	Buy	+55	New	+$2.67K	﹤0.01%	430
2022 Q3	–	Sell	-1,087	Closed	-$53K	–	350
2022 Q2	$53K	Buy	1,087 +531	+96%	+$26K	0.02%	123
2022 Q1	$29K	Buy	+556	New	+$28.7K	0.03%	152

Other funds holding NEE.PRQ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Syverson Strege & Co's NEE.PRQ Position: Q2 2023 in Review

Syverson Strege & Co sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q2 2023, closing a stake of 55 shares — an estimated $2.69K sold.

Syverson Strege & Co first reported a position in NEE.PRQ in Q1 2022 and held it in 3 quarters. The position peaked at $53K in Q2 2022. 62 funds tracked by Wall St. Rank hold NEE.PRQ as of Q2 2023.

Syverson Strege & Co reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 55 NextEra Energy, Inc. 6.219% Corporate Units shares in Q2 2023, an estimated $2.69K.
Syverson Strege & Co first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q1 2022 and held it in 3 quarters.
Syverson Strege & Co's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $53K in Q2 2022.
62 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.