Lenox Wealth Advisors’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
Q1 | $977K | Buy |
11,347
+1,643
| +17% | +$141K | 0.12% | 47 |
|
|
2021
Q4 | $906K | Sell |
9,704
-52
| -0.5% | -$4.86K | 0.11% | 49 |
|
|
2021
Q3 | $766K | Sell |
9,756
-148
| -1% | -$11.6K | 0.1% | 52 |
|
|
2021
Q2 | $726K | Buy |
9,904
+1,120
| +13% | +$82.1K | 0.09% | 52 |
|
|
2021
Q1 | $664K | Sell |
8,784
-192
| -2% | -$14.5K | 0.09% | 40 |
|
|
2020
Q4 | $692K | Sell |
8,976
-1,732
| -16% | -$134K | 0.1% | 39 |
|
|
2020
Q3 | $743K | Buy |
10,708
+6,112
| +133% | +$424K | 0.11% | 39 |
|
|
2020
Q2 | $276K | Buy |
4,596
+188
| +4% | +$11.3K | 0.04% | 58 |
|
|
2020
Q1 | $265K | Buy |
4,408
+136
| +3% | +$8.18K | 0.05% | 55 |
|
|
2019
Q4 | $259K | Buy |
4,272
+272
| +7% | +$16.5K | 0.04% | 76 |
|
|
2019
Q3 | $233K | Hold |
4,000
| – | – | 0.04% | 72 |
|
|
2019
Q2 | $205K | Sell |
4,000
-36
| -0.9% | -$1.85K | 0.04% | 70 |
|
|
2019
Q1 | $195K | Sell |
4,036
-500
| -11% | -$24.2K | 0.04% | 68 |
|
|
2018
Q4 | $197K | Hold |
4,536
| – | – | 0.04% | 63 |
|
|
2018
Q3 | $190K | Buy |
4,536
+3,836
| +548% | +$161K | 0.04% | 76 |
|
|
2018
Q2 | $29K | Buy |
700
+104
| +17% | +$4.31K | 0.01% | 199 |
|
|
2018
Q1 | $24K | Buy |
596
+412
| +224% | +$16.6K | 0.01% | 247 |
|
|
2017
Q4 | $7K | Buy |
184
+168
| +1,050% | +$6.39K | ﹤0.01% | 193 |
|
|
2017
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 210 |
|
|
2016
Q4 | – | Sell |
-2,024
| Closed | -$62K | – | 159 |
|
|
2016
Q3 | $62K | Hold |
2,024
| – | – | 0.02% | 75 |
|
|
2016
Q2 | $66K | Hold |
2,024
| – | – | 0.02% | 75 |
|
|
2016
Q1 | $60K | Hold |
2,024
| – | – | 0.02% | 77 |
|
|
2015
Q4 | $53K | Sell |
2,024
-300
| -13% | -$7.86K | 0.02% | 85 |
|
|
2015
Q3 | $57K | Buy |
2,324
+424
| +22% | +$10.4K | 0.02% | 73 |
|
|
2015
Q2 | $47K | Hold |
1,900
| – | – | 0.02% | 69 |
|
|
2015
Q1 | $49K | Hold |
1,900
| – | – | 0.02% | 84 |
|
|
2014
Q4 | $50K | Sell |
1,900
-596
| -24% | -$15.7K | 0.02% | 83 |
|
|
2014
Q3 | $59K | Sell |
2,496
-720
| -22% | -$17K | 0.03% | 69 |
|
|
2014
Q2 | $80K | Buy |
3,216
+1,020
| +46% | +$25.4K | 0.04% | 47 |
|
|
2014
Q1 | $52K | Buy |
2,196
+276
| +14% | +$6.54K | 0.03% | 54 |
|
|
2013
Q4 | $41K | Buy |
1,920
+1,724
| +880% | +$36.8K | 0.03% | 74 |
|
|
2013
Q3 | $4K | Sell |
196
-192
| -49% | -$3.92K | ﹤0.01% | 188 |
|
|
2013
Q2 | $8K | Buy |
+388
| New | +$8K | 0.01% | 130 |
|