Rational Dynamic Brands Fund NEE Holdings History
Rational Dynamic Brands Fund's NextEra Energy Inc Holding Summary
As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 37,000.00 shares of NextEra Energy Inc(NEE), totaling $2.62 Mil. This investment constitutes 4% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2022Q1. And since then Rational Dynamic Brands Fund has made 2 purchases of NEE, at an average price of $76.00, for a total of 85,500.00 shares. In addition, there have been 1 sales at an average price of $76.27 for 48,500.00 shares. Based on historical transaction data and NEE's current price of $75.95, Rational Dynamic Brands Fund's estimated gain on his NEE holdings is $10,995.00, reflecting a 0.17% gain to date.
Rational Dynamic Brands Fund NEE ($75.95) Holding Chart
Rational Dynamic Brands 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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