Number of Shares
110,197.00
Current Holdings Value*
$7.81 Mil
% of Portfolio
5.82%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
6.53%

Slocum, Gordon & Co LLP's NextEra Energy Inc Holding Summary

As of 2025-03-31, Slocum, Gordon & Co LLP held 110,197.00 shares of NextEra Energy Inc(NEE), totaling $7.81 Mil. This investment constitutes 5.82% of their stock portfolio, and Slocum, Gordon & Co LLP now holds 0.01% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2023Q1. And since then Slocum, Gordon & Co LLP has made 3 purchases of NEE, at an average price of $71.26, for a total of 226,299.00 shares. In addition, there have been 5 sales at an average price of $77.35 for 116,102.00 shares. Based on historical transaction data and NEE's current price of $74.40, Slocum, Gordon & Co LLP's estimated gain on his NEE holdings is $1.05 Mil, reflecting a 6.53% gain to date.

Slocum, Gordon & Co LLP NEE ($74.40) Holding Chart

Slocum, Gordon & Co LLP NEE ($74.40) 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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