TCA
NEE.PRO

Tortoise Capital Advisors’s NextEra Energy, Inc. 4.872% Corporate Units NEE.PRO Stock Holding History

Tortoise Capital Advisors’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-98,886
Closed -$5.57M – 155
2022
Q2 		$5.57M Sell
98,886
-1,206
-1% -$67.7K 0.09% 63
2022
Q1 		$6.18M Buy
100,092
+252
+0.3% +$14.9K 0.08% 62
2021
Q4 		$6.8M Hold
99,840
– – 0.1% 56
2021
Q3 		$5.85M Buy
99,840
+519
+0.5% +$31.2K 0.09% 60
2021
Q2 		$5.58M Sell
99,321
-1,451
-1% -$83K 0.08% 55
2021
Q1 		$5.79M Buy
100,772
+75,392
+297% +$4.47M 0.1% 54
2020
Q4 		$1.5M Hold
25,380
– – 0.03% 68
2020
Q3 		$1.38M Hold
25,380
– – 0.03% 69
2020
Q2 		$1.23M Hold
25,380
– – 0.02% 62
2020
Q1 		$1.2M Sell
25,380
-4,030
-14% -$208K 0.02% 75
2019
Q4 		$1.51M Hold
29,410
– – 0.01% 75
2019
Q3 		$1.48M Buy
+29,410
New +$1.45M 0.01% 80

Tortoise Capital Advisors's NEE.PRO Position: Q3 2022 in Review

Tortoise Capital Advisors sold out of NextEra Energy, Inc. 4.872% Corporate Units (NEE.PRO) in Q3 2022, closing a stake of 98,886 shares — an estimated $5.57M sold.

Tortoise Capital Advisors first reported a position in NEE.PRO in Q3 2019 and held it in 12 quarters. The position peaked at $6.8M in Q4 2021. 0 funds tracked by Wall St. Rank hold NEE.PRO as of Q3 2022.

  • Tortoise Capital Advisors reported no remaining NextEra Energy, Inc. 4.872% Corporate Units position as of Q3 2022 after selling out during the quarter.
  • Tortoise Capital Advisors sold 98,886 NextEra Energy, Inc. 4.872% Corporate Units shares in Q3 2022, an estimated $5.57M.
  • Tortoise Capital Advisors first reported a position in NextEra Energy, Inc. 4.872% Corporate Units in Q3 2019 and held it in 12 quarters.
  • Tortoise Capital Advisors's NextEra Energy, Inc. 4.872% Corporate Units position peaked at $6.8M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 4.872% Corporate Units as of Q3 2022.

Based on Tortoise Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.