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Yellowstone Partners’s NextEra Energy NEE Stock Holding History

Yellowstone 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
2016
Q3 		$225K Buy
7,360
+500
+7% +$15.8K 0.08% 199
2016
Q2 		$224K Sell
6,860
-720
-9% -$21.6K 0.1% 172
2016
Q1 		$224K Sell
7,580
-7,644
-50% -$215K 0.1% 175
2015
Q4 		$395K Sell
15,224
-4,160
-21% -$105K 0.18% 104
2015
Q3 		$473K Sell
19,384
-4,768
-20% -$121K 0.22% 81
2015
Q2 		$592K Sell
24,152
-1,448
-6% -$36.8K 0.27% 65
2015
Q1 		$666K Sell
25,600
-332
-1% -$8.76K 0.34% 58
2014
Q4 		$689K Buy
25,932
+2,096
+9% +$52.9K 0.37% 57
2014
Q3 		$559K Buy
23,836
+1,848
+8% +$44.6K 0.32% 60
2014
Q2 		$563K Buy
21,988
+1,460
+7% +$35.5K 0.33% 61
2014
Q1 		$491K Buy
20,528
+980
+5% +$22.2K 0.31% 70
2013
Q4 		$418K Buy
+19,548
New +$412K 0.27% 77

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BIT
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BFA
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Wells Fargo
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return