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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