Yaupon Capital Management’s NextEra Energy NEE Stock Holding History

Yaupon Capital Management’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
2023 Q1	–	Sell	-158,199	Closed	-$13.2M	–	117
2022 Q4	$13.2M	Buy	+158,199	New	+$12.8M	2.08%	18
2022 Q3	–	Sell	-243,615	Closed	-$18.9M	–	97
2022 Q2	$18.9M	Buy	+243,615	New	+$18.5M	6.64%	1
2021 Q1	–	Sell	-50,800	Closed	-$3.92M	–	70
2020 Q4	$3.92M	Buy	50,800 +9,200	+22%	+$688K	2.11%	14
2020 Q3	$2.89M	Sell	41,600 -64,400	-61%	-$4.45M	3.51%	8
2020 Q2	$6.37M	Buy	106,000 +13,200	+14%	+$790K	5.34%	5
2020 Q1	$5.58M	Sell	92,800 -54,400	-37%	-$3.42M	8.91%	3
2019 Q4	$8.91M	Buy	147,200 +65,600	+80%	+$3.83M	5.59%	4
2019 Q3	$4.75M	Sell	81,600 -100,000	-55%	-$5.41M	3.22%	14
2019 Q2	$9.3M	Buy	+181,600	New	+$8.94M	2.69%	11
2019 Q1	–	Sell	-183,600	Closed	-$7.98M	–	37
2018 Q4	$7.98M	Buy	+183,600	New	+$8.03M	5.3%	6

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yaupon Capital Management's NEE Position: Q1 2023 in Review

Yaupon Capital Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 158,199 shares — an estimated $13.2M sold.

Yaupon Capital Management first reported a position in NEE in Q4 2018 and held it in 10 quarters. The position peaked at $18.9M in Q2 2022. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Yaupon Capital Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Yaupon Capital Management sold 158,199 NextEra Energy shares in Q1 2023, an estimated $13.2M.
Yaupon Capital Management first reported a position in NextEra Energy in Q4 2018 and held it in 10 quarters.
Yaupon Capital Management's NextEra Energy position peaked at $18.9M in Q2 2022.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Yaupon Capital Management's 13F filing for Q1 2023, filed 15 May 2023.