Number of Shares
30,881.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
1.31%
Total Estimate Gain
$188,288.30
% of Total Estimate Gain
8.03%

TILIA FIDUCIARY PARTNERS, INC.'s NextEra Energy Inc Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 30,881.00 shares of NextEra Energy Inc(NEE), totaling $2.14 Mil. This investment constitutes 1.31% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 6 purchases of NEE, at an average price of $71.45, for a total of 32,813.00 shares. In addition, there have been 3 sales at an average price of $71.50 for 1,932.00 shares. Based on historical transaction data and NEE's current price of $77.54, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his NEE holdings is $188,288.30, reflecting a 8.03% gain to date.

TILIA FIDUCIARY PARTNERS, INC. NEE ($77.54) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. NEE ($77.54) 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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