Yorktown Management & Research Company’s NextEra Energy NEE Stock Holding History

Yorktown Management & Research Company’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 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%	-$213K	0.2%	207
2020 Q4	$454K	Buy	5,880 +600	+11%	+$44.9K	0.41%	98
2020 Q3	$366K	Buy	+5,280	New	+$365K	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	+$197K	0.08%	282
2016 Q2	–	Sell	-85,200	Closed	-$2.52M	–	346
2016 Q1	$2.52M	Sell	85,200 -21,200	-20%	-$595K	0.49%	70
2015 Q4	$2.76M	Buy	106,400 +20,000	+23%	+$506K	0.49%	53
2015 Q3	$2.11M	Buy	+86,400	New	+$2.2M	0.35%	106

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yorktown Management & Research Company's NEE Position: Q2 2022 in Review

Yorktown Management & Research Company sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 3,150 shares — an estimated $267K sold.

Yorktown Management & Research Company first reported a position in NEE in Q3 2015 and held it in 13 quarters. The position peaked at $2.76M in Q4 2015. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Yorktown Management & Research Company reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 3,150 NextEra Energy shares in Q2 2022, an estimated $267K.
Yorktown Management & Research Company first reported a position in NextEra Energy in Q3 2015 and held it in 13 quarters.
Yorktown Management & Research Company's NextEra Energy position peaked at $2.76M in Q4 2015.
2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Yorktown Management & Research Company's 13F filing for Q2 2022, filed 29 Jul 2022.