The Tocqueville Fund NEE Holdings History

Number of Shares
175,000.00
Current Holdings Value*
$11.70 Mil
% of Portfolio
2.65%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
27.48%

The Tocqueville Fund's NextEra Energy Inc Holding Summary

As of 2025-04-30, TOCQUEVILLE TRUST held 175,000.00 shares of NextEra Energy Inc(NEE), totaling $11.70 Mil. This investment constitutes 2.65% of their stock portfolio, and TOCQUEVILLE TRUST now holds 0.01% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2019Q4. And since then The Tocqueville Fund has made 1 purchases of NEE, at an average price of $56.91, for a total of 225,000.00 shares. In addition, there have been 3 sales at an average price of $70.89 for 50,000.00 shares. Based on historical transaction data and NEE's current price of $73.02, The Tocqueville Fund's estimated gain on his NEE holdings is $3.52 Mil, reflecting a 27.48% gain to date.

The Tocqueville Fund NEE ($73.02) Holding Chart

The Tocqueville Fund NEE ($73.02) 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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