Number of Shares
98,783.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
4.84%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
24.96%

Virtus Duff & Phelps Global Infrastructure Fund's NextEra Energy Inc Holding Summary

As of 2025-03-31, VIRTUS OPPORTUNITIES TRUST held 98,783.00 shares of NextEra Energy Inc(NEE), totaling $7.00 Mil. This investment constitutes 4.84% of their stock portfolio, and VIRTUS OPPORTUNITIES TRUST now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2019Q3. And since then Virtus Duff & Phelps Global Infrastructure Fund has made 4 purchases of NEE, at an average price of $56.99, for a total of 201,543.00 shares. In addition, there have been 16 sales at an average price of $71.52 for 102,760.00 shares. Based on historical transaction data and NEE's current price of $70.89, Virtus Duff & Phelps Global Infrastructure Fund's estimated gain on his NEE holdings is $2.87 Mil, reflecting a 24.96% gain to date.

Virtus Duff & Phelps Global Infrastructure Fund NEE ($70.89) Holding Chart

Virtus Duff & Phelps Global Infrastructure Fund NEE ($70.89) 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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