Ropes Wealth Advisors LLC NEE Holdings History
Ropes Wealth Advisors LLC's NextEra Energy Inc Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 92,376.00 shares of NextEra Energy Inc(NEE), totaling $5.29 Mil. This investment constitutes 1.03% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 9 purchases of NEE, at an average price of $43.75, for a total of 195,495.00 shares. In addition, there have been 12 sales at an average price of $68.72 for 103,119.00 shares. Based on historical transaction data and NEE's current price of $70.89, Ropes Wealth Advisors LLC's estimated gain on his NEE holdings is $5.08 Mil, reflecting a 59.41% gain to date.
Ropes Wealth Advisors LLC NEE ($70.89) Holding Chart
Ropes Wealth Advisors LLC NEE ($70.89) 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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