Lenox Wealth Management’s NextEra Energy NEE Stock Holding History

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