Sulzberger Capital Advisors, Inc. NEE Holdings History
Number of Shares
34,200.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
3.19%
Total Estimate Gain
$-222,083.10
% of Total Estimate Gain
-6.91%
Sulzberger Capital Advisors, Inc.'s NextEra Energy Inc Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 34,200.00 shares of NextEra Energy Inc(NEE), totaling $2.42 Mil. This investment constitutes 3.19% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $70.58 for 7,245.00 shares. Based on historical transaction data and NEE's current price of $72.55, Sulzberger Capital Advisors, Inc.'s estimated gain on his NEE holdings is $-222,083.10, reflecting a -6.91% gain to date.
Sulzberger Capital Advisors, Inc. NEE ($72.55) Holding Chart
Sulzberger Capital Advisors, Inc. NEE ($72.55) 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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