Truist Financial’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-19,984
Closed -$980K 2714
2023
Q2
$980K Hold
19,984
﹤0.01% 1599
2023
Q1
$976K Sell
19,984
-735
-4% -$35.7K ﹤0.01% 1568
2022
Q4
$1.05M Sell
20,719
-384
-2% -$19K ﹤0.01% 1526
2022
Q3
$1.02M Sell
21,103
-1,730
-8% -$90.5K ﹤0.01% 1483
2022
Q2
$1.12M Sell
22,833
-750
-3% -$36.8K ﹤0.01% 1491
2022
Q1
$1.24M Sell
23,583
-10
-0% -$515 ﹤0.01% 1522
2021
Q4
$1.37M Sell
23,593
-637
-3% -$34.8K ﹤0.01% 1478
2021
Q3
$1.24M Buy
24,230
+13,808
+132% +$729K ﹤0.01% 1489
2021
Q2
$515K Buy
10,422
+2,403
+30% +$119K ﹤0.01% 2028
2021
Q1
$398K Buy
+8,019
New +$412K ﹤0.01% 2118

Truist Financial's NEE.PRQ Position: Q3 2023 in Review

Truist Financial sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q3 2023, closing a stake of 19,984 shares — an estimated $980K sold.

Truist Financial first reported a position in NEE.PRQ in Q1 2021 and held it in 10 quarters. The position peaked at $1.37M in Q4 2021. 0 funds tracked by Wall St. Rank hold NEE.PRQ as of Q3 2023.

  • Truist Financial reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Truist Financial sold 19,984 NextEra Energy, Inc. 6.219% Corporate Units shares in Q3 2023, an estimated $980K.
  • Truist Financial first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q1 2021 and held it in 10 quarters.
  • Truist Financial's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $1.37M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q3 2023.

Based on Truist Financial's 13F filing for Q3 2023, filed 14 Nov 2023.