Calvert Focused Value Fund NEE Holdings History
Calvert Focused Value Fund's NextEra Energy Inc Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 24,601.00 shares of NextEra Energy Inc(NEE), totaling $1.74 Mil. This investment constitutes 3.14% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2022Q2. And since then Calvert Focused Value Fund has made 7 purchases of NEE, at an average price of $75.82, for a total of 40,895.00 shares. In addition, there have been 4 sales at an average price of $75.59 for 16,294.00 shares. Based on historical transaction data and NEE's current price of $75.07, Calvert Focused Value Fund's estimated gain on his NEE holdings is $-22,358.70, reflecting a -0.72% gain to date.
Calvert Focused Value Fund NEE ($75.07) Holding Chart
Calvert Focused Value Fund NEE ($75.07) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
