Number of Shares
49,273.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
0.39%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
5.99%

RATIONAL ADVISORS, INC.'s NextEra Energy Inc Holding Summary

As of 2025-03-31, RATIONAL ADVISORS, INC. held 49,273.00 shares of NextEra Energy Inc(NEE), totaling $3.49 Mil. This investment constitutes 0.39% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2011Q2. And since then RATIONAL ADVISORS, INC. has made 22 purchases of NEE, at an average price of $51.64, for a total of 495,581.00 shares. In addition, there have been 20 sales at an average price of $40.55 for 296,981.00 shares. Based on historical transaction data and NEE's current price of $75.95, RATIONAL ADVISORS, INC.'s estimated gain on his NEE holdings is $1.53 Mil, reflecting a 5.99% gain to date.

RATIONAL ADVISORS, INC. NEE ($75.95) Holding Chart

RATIONAL ADVISORS, INC. 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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