Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-175,812.00
% of Total Estimate Gain
-14.69%

Steward Large Cap Value Fund's NextEra Energy Inc Holding Summary

As of 2025-04-30, Steward Large Cap Value Fund held - shares of NextEra Energy Inc(NEE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2024Q4. And since then Steward Large Cap Value Fund has made 1 purchases of NEE, at an average price of $81.41, for a total of 14,700.00 shares. In addition, there have been 1 sales at an average price of $69.45 for 14,700.00 shares. Based on historical transaction data and NEE's current price of $75.95, Steward Large Cap Value Fund's estimated gain on his NEE holdings is $-175,812.00, reflecting a -14.69% gain to date.

Steward Large Cap Value Fund NEE ($75.95) Holding Chart

Steward Large Cap Value 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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