MFS Utilities Fund NEE Holdings History
Number of Shares
3.84 Mil
Current Holdings Value*
$256.57 Mil
% of Portfolio
10.56%
Total Estimate Gain
$53.85 Mil
% of Total Estimate Gain
16.58%
MFS Utilities Fund's NextEra Energy Inc Holding Summary
As of 2025-04-30, MFS SERIES TRUST VI held 3.84 Mil shares of NextEra Energy Inc(NEE), totaling $256.57 Mil. This investment constitutes 10.56% of their stock portfolio, and MFS SERIES TRUST VI now holds 0.19% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2019Q4. And since then MFS Utilities Fund has made 5 purchases of NEE, at an average price of $62.21, for a total of 5.22 Mil shares. In addition, there have been 9 sales at an average price of $68.76 for 1.38 Mil shares. Based on historical transaction data and NEE's current price of $73.88, MFS Utilities Fund's estimated gain on his NEE holdings is $53.85 Mil, reflecting a 16.58% gain to date.
MFS Utilities Fund NEE ($73.88) Holding Chart
MFS Utilities Fund NEE ($73.88) 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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