Number of Shares
1,316.00
Current Holdings Value*
$94,340.00
% of Portfolio
0.55%
Total Estimate Gain
$27,679.61
% of Total Estimate Gain
6.76%

First Trust Multi Income Allocation Portfolio's NextEra Energy Inc Holding Summary

As of 2024-12-31, FIRST TRUST VARIABLE INSURANCE TRUST held 1,316.00 shares of NextEra Energy Inc(NEE), totaling $94,340.00. This investment constitutes 0.55% of their stock portfolio, and FIRST TRUST VARIABLE INSURANCE TRUST now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2019Q3. And since then First Trust Multi Income Allocation Portfolio has made 5 purchases of NEE, at an average price of $67.55, for a total of 6,061.00 shares. In addition, there have been 12 sales at an average price of $71.64 for 4,745.00 shares. Based on historical transaction data and NEE's current price of $73.84, First Trust Multi Income Allocation Portfolio's estimated gain on his NEE holdings is $27,679.61, reflecting a 6.76% gain to date.

First Trust Multi Income Allocation Portfolio NEE ($73.84) Holding Chart

First Trust Multi Income Allocation Portfolio NEE ($73.84) 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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