Clarkston Capital Partners’s NextEra Energy NEE Stock Holding History

Clarkston Capital Partners’s Portfolio NEE Stock Details NEE Fund Activity

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

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarkston Capital Partners's NEE Position: Q4 2022 in Review

Clarkston Capital Partners sold out of NextEra Energy (NEE) in Q4 2022, closing a stake of 2,634 shares — an estimated $207K sold.

Clarkston Capital Partners first reported a position in NEE in Q1 2014 and held it in 17 quarters. The position peaked at $1.3M in Q2 2016. 2,473 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Clarkston Capital Partners reported no remaining NextEra Energy position as of Q4 2022 after selling out during the quarter.
Clarkston Capital Partners sold 2,634 NextEra Energy shares in Q4 2022, an estimated $207K.
Clarkston Capital Partners first reported a position in NextEra Energy in Q1 2014 and held it in 17 quarters.
Clarkston Capital Partners's NextEra Energy position peaked at $1.3M in Q2 2016.
2,473 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Clarkston Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.