Obermeyer Wealth Partners NEE Holdings History
Obermeyer Wealth Partners's NextEra Energy Inc Holding Summary
As of 2025-03-31, Obermeyer Wealth Partners held 295,584.00 shares of NextEra Energy Inc(NEE), totaling $20.95 Mil. This investment constitutes 1.12% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.01% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2021Q4. And since then Obermeyer Wealth Partners has made 4 purchases of NEE, at an average price of $70.57, for a total of 303,112.00 shares. In addition, there have been 2 sales at an average price of $64.25 for 7,528.00 shares. Based on historical transaction data and NEE's current price of $74.35, Obermeyer Wealth Partners's estimated gain on his NEE holdings is $1.07 Mil, reflecting a 5.00% gain to date.
Obermeyer Wealth Partners NEE ($74.35) Holding Chart
Obermeyer Wealth Partners NEE ($74.35) 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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