Number of Shares
37,000.00
Current Holdings Value*
$2.62 Mil
% of Portfolio
4%
Total Estimate Gain
$10,995.00
% of Total Estimate Gain
0.17%

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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