Lenox Wealth Management’s NextEra Energy NEE Stock Holding History

Lenox Wealth 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
2020 Q2	$300K	Buy	5,000 +2,332	+87%	+$140K	0.09%	119
2020 Q1	$160K	Hold	2,668	–	–	0.06%	153
2019 Q4	$162K	Sell	2,668 -644	-19%	-$37.6K	0.05%	163
2019 Q3	$192K	Sell	3,312 -272	-8%	-$14.7K	0.06%	148
2019 Q2	$183K	Buy	3,584 +796	+29%	+$39.2K	0.05%	137
2019 Q1	$135K	Hold	2,788	–	–	0.04%	153
2018 Q4	$121K	Buy	2,788 +112	+4%	+$4.9K	0.04%	140
2018 Q3	$112K	Sell	2,676 -80	-3%	-$3.41K	0.03%	184
2018 Q2	$115K	Hold	2,756	–	–	0.04%	165
2018 Q1	$112K	Sell	2,756 -112	-4%	-$4.32K	0.04%	163
2017 Q4	$112K	Buy	2,868 +124	+5%	+$4.79K	0.03%	155
2017 Q3	$100K	Buy	2,744 +156	+6%	+$5.71K	0.03%	160
2017 Q2	$91K	Sell	2,588 -300	-10%	-$10.3K	0.04%	156
2017 Q1	$93K	Sell	2,888 -1,228	-30%	-$38.6K	0.07%	60
2016 Q4	$123K	Buy	4,116 +856	+26%	+$25.6K	0.09%	52
2016 Q3	$100K	Sell	3,260 -24	-0.7%	-$756	0.08%	59
2016 Q2	$107K	Sell	3,284 -204	-6%	-$6.13K	0.08%	61
2016 Q1	$103K	Sell	3,488 -964	-22%	-$27.1K	0.07%	63
2015 Q4	$116K	Sell	4,452 -1,752	-28%	-$44.3K	0.09%	57
2015 Q3	$151K	Buy	6,204 +156	+3%	+$3.97K	0.12%	35
2015 Q2	$148K	Sell	6,048 -316	-5%	-$8.03K	0.11%	39
2015 Q1	$166K	Sell	6,364 -612	-9%	-$16.1K	0.12%	37
2014 Q4	$185K	Sell	6,976 -28	-0.4%	-$707	0.12%	37
2014 Q3	$164K	Sell	7,004 -160	-2%	-$3.86K	0.11%	43
2014 Q2	$184K	Sell	7,164 -760	-10%	-$18.5K	0.13%	39
2014 Q1	$189K	Sell	7,924 -580	-7%	-$13.1K	0.1%	45
2013 Q4	$182K	Buy	+8,504	New	+$179K	0.12%	50

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lenox Wealth Management's NEE Position: Q2 2020 in Review

Lenox Wealth Management increased its NextEra Energy (NEE) stake by 87% in Q2 2020, buying an estimated $140K and bringing the position to 5,000 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #119.

Lenox Wealth Management first reported a position in NEE in Q4 2013 and has held it in 27 quarters since. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Lenox Wealth Management held 5,000 shares of NextEra Energy worth $300K as of Q2 2020.
Lenox Wealth Management bought 2,332 NextEra Energy shares in Q2 2020, an estimated $140K.
NextEra Energy made up 0.09% of Lenox Wealth Management's portfolio in Q2 2020, its #119 holding.
Lenox Wealth Management first reported a position in NextEra Energy in Q4 2013 and has held it in 27 quarters since.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.