Matrix Advisors Dividend Fund NEE Holdings History
Matrix Advisors Dividend Fund's NextEra Energy Inc Holding Summary
As of 2025-03-31, Matrix Advisors Funds Trust held 34,500.00 shares of NextEra Energy Inc(NEE), totaling $2.45 Mil. This investment constitutes 5.14% of their stock portfolio, and Matrix Advisors Funds Trust now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2023Q3. And since then Matrix Advisors Dividend Fund has made 5 purchases of NEE, at an average price of $66.69, for a total of 34,500.00 shares. Based on historical transaction data and NEE's current price of $72.20, Matrix Advisors Dividend Fund's estimated gain on his NEE holdings is $190,072.00, reflecting a 8.26% gain to date.
Matrix Advisors Dividend Fund NEE ($72.20) Holding Chart
Matrix Advisors Dividend Fund NEE ($72.20) 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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