Clarkston Capital Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$19.9K | ﹤0.01% | 160 |
|
|
2021
Q4 | $268K | Buy |
2,869
+20
| +0.7% | +$1.87K | ﹤0.01% | 144 |
|
|
2021
Q3 | $224K | Buy |
+2,849
| New | +$224K | ﹤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% | -$4.56K | 0.07% | 65 |
|
|
2016
Q1 | $1.19M | Buy |
40,140
+19,540
| +95% | +$578K | 0.07% | 68 |
|
|
2015
Q4 | $535K | Buy |
20,600
+600
| +3% | +$15.6K | 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% | -$20.8K | 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 | +$497K | 0.1% | 109 |
|