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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
Q4 		– Sell
-200,000
Closed -$11.5M – 126
2023
Q3 		$11.5M Buy
+200,000
New +$13.8M 1.06% 43

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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. 2,408 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.
  • 2,408 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.