Number of Shares
101,904.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
1.73%
Total Estimate Gain
$265,659.31
% of Total Estimate Gain
3.40%

Stokes Capital Advisors, LLC's NextEra Energy Inc Holding Summary

As of 2025-06-30, Stokes Capital Advisors, LLC held 101,904.00 shares of NextEra Energy Inc(NEE), totaling $7.07 Mil. This investment constitutes 1.73% of their stock portfolio, and Stokes Capital Advisors, LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2020Q4. And since then Stokes Capital Advisors, LLC has made 12 purchases of NEE, at an average price of $70.31, for a total of 111,061.00 shares. In addition, there have been 7 sales at an average price of $80.83 for 9,157.00 shares. Based on historical transaction data and NEE's current price of $71.97, Stokes Capital Advisors, LLC's estimated gain on his NEE holdings is $265,659.31, reflecting a 3.40% gain to date.

Stokes Capital Advisors, LLC NEE ($71.97) Holding Chart

Stokes Capital Advisors, LLC NEE ($71.97) 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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