Number of Shares
274,300.00
Current Holdings Value*
$11.00 Mil
% of Portfolio
5.33%
Total Estimate Gain
$-765,380.25
% of Total Estimate Gain
-3.77%

Fidelity Convertible Securities Fund's NextEra Energy Inc Holding Summary

As of 2025-05-31, FIDELITY FINANCIAL TRUST held 274,300.00 shares of NextEra Energy Inc(NEEpR), totaling $11.00 Mil. This investment constitutes 5.33% of their stock portfolio, and FIDELITY FINANCIAL TRUST now holds -% of the outstanding NextEra Energy Inc(NEEpR) stock.

The initial trade took place in 2023Q2. And since then Fidelity Convertible Securities Fund has made 3 purchases of NEEpR, at an average price of $44.33, for a total of 457,600.00 shares. In addition, there have been 2 sales at an average price of $44.50 for 183,300.00 shares. Based on historical transaction data and NEEpR's current price of $41.43, Fidelity Convertible Securities Fund's estimated gain on his NEEpR holdings is $-765,380.25, reflecting a -3.77% gain to date.

Fidelity Convertible Securities Fund NEEpR ($41.43) Holding Chart

Fidelity Convertible Securities Fund NEEpR ($41.43) 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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