Number of Shares
4.82 Mil
Current Holdings Value*
$232.91 Mil
% of Portfolio
3.62%
Total Estimate Gain
$244.79 Mil
% of Total Estimate Gain
193.75%

SANTA BARBARA ASSET MANAGEMENT, LLC's NextEra Energy Inc Holding Summary

As of 2019-03-31, SANTA BARBARA ASSET MANAGEMENT, LLC held 4.82 Mil shares of NextEra Energy Inc(NEE), totaling $232.91 Mil. This investment constitutes 3.62% of their stock portfolio, and SANTA BARBARA ASSET MANAGEMENT, LLC now holds 0.06% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2014Q1. And since then SANTA BARBARA ASSET MANAGEMENT, LLC has made 5 purchases of NEE, at an average price of $23.50, for a total of 5.38 Mil shares. In addition, there have been 7 sales at an average price of $38.35 for 556,844.00 shares. Based on historical transaction data and NEE's current price of $72.58, SANTA BARBARA ASSET MANAGEMENT, LLC's estimated gain on his NEE holdings is $244.79 Mil, reflecting a 193.75% gain to date.

SANTA BARBARA ASSET MANAGEMENT, LLC NEE ($72.58) Holding Chart

SANTA BARBARA ASSET MANAGEMENT, LLC NEE ($72.58) 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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