Yorktown Management & Research Company’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
Q2 | – | Sell |
-3,150
| Closed | -$267K | – | 218 |
|
|
2022
Q1 | $267K | Hold |
3,150
| – | – | 0.23% | 175 |
|
|
2021
Q4 | $294K | Hold |
3,150
| – | – | 0.2% | 192 |
|
|
2021
Q3 | $247K | Hold |
3,150
| – | – | 0.19% | 223 |
|
|
2021
Q2 | $231K | Hold |
3,150
| – | – | 0.18% | 236 |
|
|
2021
Q1 | $238K | Sell |
3,150
-2,730
| -46% | -$206K | 0.2% | 207 |
|
|
2020
Q4 | $454K | Buy |
5,880
+600
| +11% | +$46.3K | 0.41% | 98 |
|
|
2020
Q3 | $366K | Buy |
+5,280
| New | +$366K | 0.34% | 131 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$242K | – | 290 |
|
|
2019
Q4 | $242K | Hold |
4,000
| – | – | 0.13% | 236 |
|
|
2019
Q3 | $233K | Hold |
4,000
| – | – | 0.13% | 254 |
|
|
2019
Q2 | $205K | Buy |
+4,000
| New | +$205K | 0.08% | 282 |
|
|
2016
Q2 | – | Sell |
-85,200
| Closed | -$2.52M | – | 346 |
|
|
2016
Q1 | $2.52M | Sell |
85,200
-21,200
| -20% | -$627K | 0.49% | 70 |
|
|
2015
Q4 | $2.76M | Buy |
106,400
+20,000
| +23% | +$519K | 0.49% | 53 |
|
|
2015
Q3 | $2.11M | Buy |
+86,400
| New | +$2.11M | 0.35% | 106 |
|