Number of Shares
71,556.00
Current Holdings Value*
$5.02 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-190,023.76
% of Total Estimate Gain
-2.85%

MFS Blended Research Value Equity Fund's NextEra Energy Inc Holding Summary

As of 2025-02-28, MFS SERIES TRUST X held 71,556.00 shares of NextEra Energy Inc(NEE), totaling $5.02 Mil. This investment constitutes 1.71% of their stock portfolio, and MFS SERIES TRUST X now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2020Q4. And since then MFS Blended Research Value Equity Fund has made 2 purchases of NEE, at an average price of $79.86, for a total of 83,411.00 shares. In addition, there have been 2 sales at an average price of $77.83 for 11,855.00 shares. Based on historical transaction data and NEE's current price of $77.54, MFS Blended Research Value Equity Fund's estimated gain on his NEE holdings is $-190,023.76, reflecting a -2.85% gain to date.

MFS Blended Research Value Equity Fund NEE ($77.54) Holding Chart

MFS Blended Research Value Equity Fund NEE ($77.54) 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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