Number of Shares
12,087.00
Current Holdings Value*
$856,850.00
% of Portfolio
2.42%
Total Estimate Gain
$61,566.47
% of Total Estimate Gain
3.86%

Principal Real Asset Fund's NextEra Energy Inc Holding Summary

As of 2025-03-31, Principal Real Asset Fund held 12,087.00 shares of NextEra Energy Inc(NEE), totaling $856,850.00. This investment constitutes 2.42% of their stock portfolio, and Principal Real Asset Fund now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2021Q1. And since then Principal Real Asset Fund has made 6 purchases of NEE, at an average price of $72.74, for a total of 21,931.00 shares. In addition, there have been 5 sales at an average price of $75.04 for 9,844.00 shares. Based on historical transaction data and NEE's current price of $75.95, Principal Real Asset Fund's estimated gain on his NEE holdings is $61,566.47, reflecting a 3.86% gain to date.

Principal Real Asset Fund NEE ($75.95) Holding Chart

Principal Real Asset Fund NEE ($75.95) 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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