Number of Shares
40,954.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
0.69%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
23.02%

WHALEROCK POINT PARTNERS, LLC's NextEra Energy Inc Holding Summary

As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 40,954.00 shares of NextEra Energy Inc(NEE), totaling $2.90 Mil. This investment constitutes 0.69% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2014Q1. And since then WHALEROCK POINT PARTNERS, LLC has made 20 purchases of NEE, at an average price of $54.21, for a total of 84,835.00 shares. In addition, there have been 10 sales at an average price of $60.97 for 43,881.00 shares. Based on historical transaction data and NEE's current price of $72.82, WHALEROCK POINT PARTNERS, LLC's estimated gain on his NEE holdings is $1.06 Mil, reflecting a 23.02% gain to date.

WHALEROCK POINT PARTNERS, LLC NEE ($72.82) Holding Chart

WHALEROCK POINT PARTNERS, LLC NEE ($72.82) 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