Number of Shares
1,501.00
Current Holdings Value*
$106,410.00
% of Portfolio
0.55%
Total Estimate Gain
$24,004.86
% of Total Estimate Gain
5.68%

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

As of 2025-03-31, FIRST TRUST VARIABLE INSURANCE TRUST held 1,501.00 shares of NextEra Energy Inc(NEE), totaling $106,410.00. 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 6 purchases of NEE, at an average price of $67.64, for a total of 6,246.00 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 $70.99, First Trust Multi Income Allocation Portfolio's estimated gain on his NEE holdings is $24,004.86, reflecting a 5.68% gain to date.

First Trust Multi Income Allocation Portfolio NEE ($70.99) Holding Chart

First Trust Multi Income Allocation Portfolio NEE ($70.99) 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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