Number of Shares
35,483.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
7.73%
Total Estimate Gain
$360,531.01
% of Total Estimate Gain
7.91%

Pear Tree Essex Environmental Opportunities Fund's NextEra Energy Inc Holding Summary

As of 2025-03-31, Pear Tree Funds held 35,483.00 shares of NextEra Energy Inc(NEE), totaling $2.52 Mil. This investment constitutes 7.73% of their stock portfolio, and Pear Tree Funds now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2023Q3. And since then Pear Tree Essex Environmental Opportunities Fund has made 3 purchases of NEE, at an average price of $67.52, for a total of 67,491.00 shares. In addition, there have been 4 sales at an average price of $68.10 for 32,008.00 shares. Based on historical transaction data and NEE's current price of $77.16, Pear Tree Essex Environmental Opportunities Fund's estimated gain on his NEE holdings is $360,531.01, reflecting a 7.91% gain to date.

Pear Tree Essex Environmental Opportunities Fund NEE ($77.16) Holding Chart

Pear Tree Essex Environmental Opportunities Fund NEE ($77.16) 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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