CUTLER EQUITY FUND NEE Holdings History
Number of Shares
70,808.00
Current Holdings Value*
$5.02 Mil
% of Portfolio
2.61%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
29.30%
CUTLER EQUITY FUND's NextEra Energy Inc Holding Summary
As of 2025-03-31, CUTLER EQUITY FUND held 70,808.00 shares of NextEra Energy Inc(NEE), totaling $5.02 Mil. This investment constitutes 2.61% of their stock portfolio, and CUTLER EQUITY FUND now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2024Q1. And since then CUTLER EQUITY FUND has made 1 purchases of NEE, at an average price of $58.58, for a total of 75,049.00 shares. In addition, there have been 2 sales at an average price of $72.29 for 4,241.00 shares. Based on historical transaction data and NEE's current price of $75.95, CUTLER EQUITY FUND's estimated gain on his NEE holdings is $1.29 Mil, reflecting a 29.30% gain to date.
CUTLER EQUITY FUND NEE ($75.95) Holding Chart
CUTLER EQUITY FUND NEE ($75.95) 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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