Clarkston Capital Partners’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,634	Closed	-$207K	–	181
2022 Q3	$207K	Hold	2,634	–	–	﹤0.01%	153
2022 Q2	$204K	Hold	2,634	–	–	﹤0.01%	161
2022 Q1	$223K	Sell	2,634 -235	-8%	-$18.8K	﹤0.01%	161
2021 Q4	$268K	Buy	2,869 +20	+0.7%	+$1.73K	﹤0.01%	144
2021 Q3	$224K	Buy	+2,849	New	+$230K	﹤0.01%	136
2017 Q1	–	Sell	-40,000	Closed	-$1.2M	–	115
2016 Q4	$1.2M	Hold	40,000	–	–	0.06%	68
2016 Q3	$1.22M	Hold	40,000	–	–	0.06%	66
2016 Q2	$1.3M	Sell	40,000 -140	-0.3%	-$4.2K	0.07%	65
2016 Q1	$1.19M	Buy	40,140 +19,540	+95%	+$548K	0.07%	68
2015 Q4	$535K	Buy	20,600 +600	+3%	+$15.2K	0.04%	93
2015 Q3	$488K	Hold	20,000	–	–	0.04%	100
2015 Q2	$490K	Hold	20,000	–	–	0.05%	106
2015 Q1	$520K	Sell	20,000 -800	-4%	-$21.1K	0.06%	103
2014 Q4	$553K	Hold	20,800	–	–	0.08%	129
2014 Q3	$488K	Hold	20,800	–	–	0.08%	108
2014 Q2	$533K	Hold	20,800	–	–	0.1%	105
2014 Q1	$497K	Buy	+20,800	New	+$471K	0.1%	109