Number of Shares
61,446.00
Current Holdings Value*
$4.36 Mil
% of Portfolio
0.29%
Total Estimate Gain
$5.34 Mil
% of Total Estimate Gain
59.74%

BAR HARBOR WEALTH MANAGEMENT's NextEra Energy Inc Holding Summary

As of 2025-03-31, BAR HARBOR WEALTH MANAGEMENT held 61,446.00 shares of NextEra Energy Inc(NEE), totaling $4.36 Mil. This investment constitutes 0.29% of their stock portfolio, and BAR HARBOR WEALTH MANAGEMENT now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2013Q4. And since then BAR HARBOR WEALTH MANAGEMENT has made 12 purchases of NEE, at an average price of $35.95, for a total of 248,509.00 shares. In addition, there have been 26 sales at an average price of $51.74 for 187,063.00 shares. Based on historical transaction data and NEE's current price of $74.75, BAR HARBOR WEALTH MANAGEMENT's estimated gain on his NEE holdings is $5.34 Mil, reflecting a 59.74% gain to date.

BAR HARBOR WEALTH MANAGEMENT NEE ($74.75) Holding Chart

BAR HARBOR WEALTH MANAGEMENT NEE ($74.75) 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 %

Top Ranked Articles

  • 1