Number of Shares
53,915.00
Current Holdings Value*
$3.82 Mil
% of Portfolio
1.19%
Total Estimate Gain
$708,238.79
% of Total Estimate Gain
15.21%

Buckley Wealth Management, LLC's NextEra Energy Inc Holding Summary

As of 2025-03-31, Buckley Wealth Management, LLC held 53,915.00 shares of NextEra Energy Inc(NEE), totaling $3.82 Mil. This investment constitutes 1.19% of their stock portfolio, and Buckley Wealth Management, LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2018Q2. And since then Buckley Wealth Management, LLC has made 15 purchases of NEE, at an average price of $65.60, for a total of 70,973.00 shares. In addition, there have been 13 sales at an average price of $69.40 for 17,058.00 shares. Based on historical transaction data and NEE's current price of $77.54, Buckley Wealth Management, LLC's estimated gain on his NEE holdings is $708,238.79, reflecting a 15.21% gain to date.

Buckley Wealth Management, LLC NEE ($77.54) Holding Chart

Buckley Wealth Management, LLC NEE ($77.54) 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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