Number of Shares
10,570.00
Current Holdings Value*
$706,920.00
% of Portfolio
5.21%
Total Estimate Gain
$71,968.40
% of Total Estimate Gain
5.36%

Hennessy Energy Transition Fund's NextEra Energy Inc Holding Summary

As of 2025-04-30, Hennessy Energy Transition Fund held 10,570.00 shares of NextEra Energy Inc(NEE), totaling $706,920.00. This investment constitutes 5.21% of their stock portfolio, and Hennessy Energy Transition Fund now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2020Q2. And since then Hennessy Energy Transition Fund has made 5 purchases of NEE, at an average price of $70.25, for a total of 19,130.00 shares. In addition, there have been 6 sales at an average price of $71.62 for 8,560.00 shares. Based on historical transaction data and NEE's current price of $75.95, Hennessy Energy Transition Fund's estimated gain on his NEE holdings is $71,968.40, reflecting a 5.36% gain to date.

Hennessy Energy Transition Fund NEE ($75.95) Holding Chart

Hennessy Energy Transition Fund NEE ($75.95) 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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