Number of Shares
709,390.00
Current Holdings Value*
$33.92 Mil
% of Portfolio
2.15%
Total Estimate Gain
$-5.72 Mil
% of Total Estimate Gain
-5.06%

Virtus Income & Growth Fund's NextEra Energy Inc Holding Summary

As of 2025-03-31, Virtus Income & Growth Fund held 709,390.00 shares of NextEra Energy Inc(NEE), totaling $33.92 Mil. This investment constitutes 2.15% of their stock portfolio, and Virtus Income & Growth Fund now holds 0.03% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2022Q1. And since then Virtus Income & Growth Fund has made 5 purchases of NEE, at an average price of $78.33, for a total of 1.44 Mil shares. In addition, there have been 3 sales at an average price of $73.99 for 735,158.00 shares. Based on historical transaction data and NEE's current price of $74.77, Virtus Income & Growth Fund's estimated gain on his NEE holdings is $-5.72 Mil, reflecting a -5.06% gain to date.

Virtus Income & Growth Fund NEE ($74.77) Holding Chart

Virtus Income & Growth Fund NEE ($74.77) 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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