MAI Managed Volatility Fund NEE Holdings History
Number of Shares
33,945.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
1.96%
Total Estimate Gain
$529,562.39
% of Total Estimate Gain
22.06%
MAI Managed Volatility Fund's NextEra Energy Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 33,945.00 shares of NextEra Energy Inc(NEE), totaling $2.40 Mil. This investment constitutes 1.96% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2020Q2. In addition, there have been 2 sales at an average price of $67.82 for 7,187.00 shares. Based on historical transaction data and NEE's current price of $71.97, MAI Managed Volatility Fund's estimated gain on his NEE holdings is $529,562.39, reflecting a 22.06% gain to date.
MAI Managed Volatility Fund NEE ($71.97) Holding Chart
MAI Managed Volatility Fund NEE ($71.97) 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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