Number of Shares
40,243.00
Current Holdings Value*
$3.65 Mil
% of Portfolio
2.76%
Total Estimate Gain
$911,518.58
% of Total Estimate Gain
21.69%

Providence Wealth Advisors, LLC's NextEra Energy Inc Holding Summary

As of 2025-03-31, Providence Wealth Advisors, LLC held 40,243.00 shares of NextEra Energy Inc(NEE), totaling $3.65 Mil. This investment constitutes 2.76% of their stock portfolio, and Providence Wealth Advisors, LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2018Q2. And since then Providence Wealth Advisors, LLC has made 16 purchases of NEE, at an average price of $59.78, for a total of 70,318.00 shares. In addition, there have been 9 sales at an average price of $66.31 for 30,075.00 shares. Based on historical transaction data and NEE's current price of $77.54, Providence Wealth Advisors, LLC's estimated gain on his NEE holdings is $911,518.58, reflecting a 21.69% gain to date.

Providence Wealth Advisors, LLC NEE ($77.54) Holding Chart

Providence Wealth Advisors, LLC NEE ($77.54) 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 %

Top Ranked Articles

  • 1