TD Private Client Wealth’s NextEra Energy, Inc. 6.926% Corporate Units NEE.PRR Stock Holding History

TD Private Client Wealth’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
2024 Q2	–	Sell	-50	Closed	-$1.95K	–	1246
2024 Q1	$1.95K	Hold	50	–	–	﹤0.01%	1134
2023 Q4	$1.91K	Hold	50	–	–	﹤0.01%	1158
2023 Q3	$1.89K	Hold	50	–	–	﹤0.01%	1156
2023 Q2	$2.27K	Buy	+50	New	+$2.33K	﹤0.01%	1162

Other funds holding NEE.PRR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ACM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Private Client Wealth's NEE.PRR Position: Q2 2024 in Review

TD Private Client Wealth sold out of NextEra Energy, Inc. 6.926% Corporate Units (NEE.PRR) in Q2 2024, closing a stake of 50 shares — an estimated $1.95K sold.

TD Private Client Wealth first reported a position in NEE.PRR in Q2 2023 and held it in 4 quarters. The position peaked at $2.27K in Q2 2023. 82 funds tracked by Wall St. Rank hold NEE.PRR as of Q2 2024.

TD Private Client Wealth reported no remaining NextEra Energy, Inc. 6.926% Corporate Units position as of Q2 2024 after selling out during the quarter.
TD Private Client Wealth sold 50 NextEra Energy, Inc. 6.926% Corporate Units shares in Q2 2024, an estimated $1.95K.
TD Private Client Wealth first reported a position in NextEra Energy, Inc. 6.926% Corporate Units in Q2 2023 and held it in 4 quarters.
TD Private Client Wealth's NextEra Energy, Inc. 6.926% Corporate Units position peaked at $2.27K in Q2 2023.
82 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.926% Corporate Units as of Q2 2024.

Based on TD Private Client Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.