Tax-Aware Overlay A Portfolio NEE Holdings History
Tax-Aware Overlay A Portfolio's NextEra Energy Inc Holding Summary
As of 2025-03-31, BERNSTEIN SANFORD C FUND INC held - shares of NextEra Energy Inc(NEE), totaling N/A. This investment constitutes 0% of their stock portfolio, and BERNSTEIN SANFORD C FUND INC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2019Q4. And since then Tax-Aware Overlay A Portfolio has made 9 purchases of NEE, at an average price of $63.82, for a total of 358,871.00 shares. In addition, there have been 8 sales at an average price of $75.53 for 358,871.00 shares. Based on historical transaction data and NEE's current price of $75.95, Tax-Aware Overlay A Portfolio's estimated gain on his NEE holdings is $4.20 Mil, reflecting a 18.34% gain to date.
Tax-Aware Overlay A Portfolio NEE ($75.95) Holding Chart
Tax-Aware Overlay A Portfolio 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
