BOLTON SECURITIES CORPORATION’s NextEra Energy 7.234% Corporate Units NEE.PRT Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio NEE.PRT Stock Details NEE.PRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.1K	Sell	819 -5	-0.6%	-$243	﹤0.01%	1428
2026 Q2	$41K	Buy	+824	New	+$42.2K	﹤0.01%	1409

Other funds holding NEE.PRT

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pier 88 Investment Partners San Francisco, California $407M AUM 13.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NEE.PRT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its NextEra Energy 7.234% Corporate Units (NEE.PRT) stake by 0.61% in Q3 2026, selling an estimated $243 and leaving 819 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

BOLTON SECURITIES CORPORATION first reported a position in NEE.PRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $41K in Q2 2026. 31 funds tracked by Wall St. Rank hold NEE.PRT as of Q3 2026.

BOLTON SECURITIES CORPORATION held 819 shares of NextEra Energy 7.234% Corporate Units worth $37.1K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 5 NextEra Energy 7.234% Corporate Units shares in Q3 2026, an estimated $243.
NextEra Energy 7.234% Corporate Units made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1428 holding.
BOLTON SECURITIES CORPORATION first reported a position in NextEra Energy 7.234% Corporate Units in Q2 2026 and has held it in 2 quarters since.
BOLTON SECURITIES CORPORATION's NextEra Energy 7.234% Corporate Units position peaked at $41K in Q2 2026.
31 funds tracked by Wall St. Rank held NextEra Energy 7.234% Corporate Units as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.