Signature Wealth Management Partners, LLC NEE Holdings History
Signature Wealth Management Partners, LLC's NextEra Energy Inc Holding Summary
As of 2025-06-30, Signature Wealth Management Partners, LLC held 17,158.00 shares of NextEra Energy Inc(NEE), totaling $1.19 Mil. This investment constitutes 0.68% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2021Q1. And since then Signature Wealth Management Partners, LLC has made 6 purchases of NEE, at an average price of $69.69, for a total of 30,838.00 shares. In addition, there have been 4 sales at an average price of $76.11 for 13,680.00 shares. Based on historical transaction data and NEE's current price of $72.82, Signature Wealth Management Partners, LLC's estimated gain on his NEE holdings is $141,348.74, reflecting a 6.58% gain to date.
Signature Wealth Management Partners, LLC NEE ($72.82) Holding Chart
Signature Wealth Management Partners, LLC NEE ($72.82) 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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