Number of Shares
598,743.00
Current Holdings Value*
$42.44 Mil
% of Portfolio
2.97%
Total Estimate Gain
$3.81 Mil
% of Total Estimate Gain
8.58%

Aureus Asset Management, LLC's NextEra Energy Inc Holding Summary

As of 2025-03-31, Aureus Asset Management, LLC held 598,743.00 shares of NextEra Energy Inc(NEE), totaling $42.44 Mil. This investment constitutes 2.97% of their stock portfolio, and Aureus Asset Management, LLC now holds 0.03% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2015Q1. And since then Aureus Asset Management, LLC has made 17 purchases of NEE, at an average price of $68.33, for a total of 649,594.00 shares. In addition, there have been 12 sales at an average price of $64.15 for 50,851.00 shares. Based on historical transaction data and NEE's current price of $75.04, Aureus Asset Management, LLC's estimated gain on his NEE holdings is $3.81 Mil, reflecting a 8.58% gain to date.

Aureus Asset Management, LLC NEE ($75.04) Holding Chart

Aureus Asset Management, LLC NEE ($75.04) 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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