Number of Shares
11,109.00
Current Holdings Value*
$787,520.00
% of Portfolio
5.05%
Total Estimate Gain
$84,072.53
% of Total Estimate Gain
4.86%

Guinness Atkinson Alternative Energy Fund's NextEra Energy Inc Holding Summary

As of 2025-03-31, GUINNESS ATKINSON FUNDS held 11,109.00 shares of NextEra Energy Inc(NEE), totaling $787,520.00. This investment constitutes 5.05% of their stock portfolio, and GUINNESS ATKINSON FUNDS now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2020Q1. And since then Guinness Atkinson Alternative Energy Fund has made 7 purchases of NEE, at an average price of $71.25, for a total of 24,277.00 shares. In addition, there have been 9 sales at an average price of $74.68 for 13,168.00 shares. Based on historical transaction data and NEE's current price of $74.75, Guinness Atkinson Alternative Energy Fund's estimated gain on his NEE holdings is $84,072.53, reflecting a 4.86% gain to date.

Guinness Atkinson Alternative Energy Fund NEE ($74.75) Holding Chart

Guinness Atkinson Alternative Energy Fund NEE ($74.75) 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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