Number of Shares
30,196.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
1.3%
Total Estimate Gain
$-83,088.80
% of Total Estimate Gain
-1.24%

JPMorgan U.S. Applied Data Science Value Fund's NextEra Energy Inc Holding Summary

As of 2025-03-31, JPMorgan U.S. Applied Data Science Value Fund held 30,196.00 shares of NextEra Energy Inc(NEE), totaling $2.14 Mil. This investment constitutes 1.3% of their stock portfolio, and JPMorgan U.S. Applied Data Science Value Fund now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2020Q1. And since then JPMorgan U.S. Applied Data Science Value Fund has made 3 purchases of NEE, at an average price of $73.30, for a total of 91,758.00 shares. In addition, there have been 16 sales at an average price of $70.65 for 61,562.00 shares. Based on historical transaction data and NEE's current price of $75.95, JPMorgan U.S. Applied Data Science Value Fund's estimated gain on his NEE holdings is $-83,088.80, reflecting a -1.24% gain to date.

JPMorgan U.S. Applied Data Science Value Fund NEE ($75.95) Holding Chart

JPMorgan U.S. Applied Data Science Value 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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