AB Tax-Managed Wealth Appreciation Strategy NEE Holdings History
AB Tax-Managed Wealth Appreciation Strategy's NextEra Energy Inc Holding Summary
As of 2025-02-28, AB PORTFOLIOS held 5,703.00 shares of NextEra Energy Inc(NEE), totaling $400,180.00. This investment constitutes 0.07% of their stock portfolio, and AB PORTFOLIOS now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2019Q4. And since then AB Tax-Managed Wealth Appreciation Strategy has made 10 purchases of NEE, at an average price of $66.23, for a total of 109,504.00 shares. In addition, there have been 5 sales at an average price of $73.24 for 103,801.00 shares. Based on historical transaction data and NEE's current price of $72.02, AB Tax-Managed Wealth Appreciation Strategy's estimated gain on his NEE holdings is $760,826.66, reflecting a 10.49% gain to date.
AB Tax-Managed Wealth Appreciation Strategy NEE ($72.02) Holding Chart
AB Tax-Managed Wealth Appreciation Strategy NEE ($72.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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