Core Wealth Management, Inc. NEE Holdings History
Core Wealth Management, Inc.'s NextEra Energy Inc Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 24,214.00 shares of NextEra Energy Inc(NEE), totaling $1.72 Mil. This investment constitutes 0.66% of their stock portfolio, and Core Wealth Management, Inc. now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 2 purchases of NEE, at an average price of $76.99, for a total of 26,997.00 shares. In addition, there have been 4 sales at an average price of $68.64 for 2,783.00 shares. Based on historical transaction data and NEE's current price of $73.88, Core Wealth Management, Inc.'s estimated gain on his NEE holdings is $-98,432.22, reflecting a -4.74% gain to date.
Core Wealth Management, Inc. NEE ($73.88) Holding Chart
Core Wealth Management, Inc. NEE ($73.88) 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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