Lenox Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$39.1K | 0.05% | 163 |
|
|
2019
Q3 | $192K | Sell |
3,312
-272
| -8% | -$15.8K | 0.06% | 148 |
|
|
2019
Q2 | $183K | Buy |
3,584
+796
| +29% | +$40.6K | 0.05% | 137 |
|
|
2019
Q1 | $135K | Hold |
2,788
| – | – | 0.04% | 153 |
|
|
2018
Q4 | $121K | Buy |
2,788
+112
| +4% | +$4.86K | 0.04% | 140 |
|
|
2018
Q3 | $112K | Sell |
2,676
-80
| -3% | -$3.35K | 0.03% | 184 |
|
|
2018
Q2 | $115K | Hold |
2,756
| – | – | 0.04% | 165 |
|
|
2018
Q1 | $112K | Sell |
2,756
-112
| -4% | -$4.55K | 0.04% | 163 |
|
|
2017
Q4 | $112K | Buy |
2,868
+124
| +5% | +$4.84K | 0.03% | 155 |
|
|
2017
Q3 | $100K | Buy |
2,744
+156
| +6% | +$5.69K | 0.03% | 160 |
|
|
2017
Q2 | $91K | Sell |
2,588
-300
| -10% | -$10.5K | 0.04% | 156 |
|
|
2017
Q1 | $93K | Sell |
2,888
-1,228
| -30% | -$39.5K | 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% | -$736 | 0.08% | 59 |
|
|
2016
Q2 | $107K | Sell |
3,284
-204
| -6% | -$6.65K | 0.08% | 61 |
|
|
2016
Q1 | $103K | Sell |
3,488
-964
| -22% | -$28.5K | 0.07% | 63 |
|
|
2015
Q4 | $116K | Sell |
4,452
-1,752
| -28% | -$45.7K | 0.09% | 57 |
|
|
2015
Q3 | $151K | Buy |
6,204
+156
| +3% | +$3.8K | 0.12% | 35 |
|
|
2015
Q2 | $148K | Sell |
6,048
-316
| -5% | -$7.73K | 0.11% | 39 |
|
|
2015
Q1 | $166K | Sell |
6,364
-612
| -9% | -$16K | 0.12% | 37 |
|
|
2014
Q4 | $185K | Sell |
6,976
-28
| -0.4% | -$743 | 0.12% | 37 |
|
|
2014
Q3 | $164K | Sell |
7,004
-160
| -2% | -$3.75K | 0.11% | 43 |
|
|
2014
Q2 | $184K | Sell |
7,164
-760
| -10% | -$19.5K | 0.13% | 39 |
|
|
2014
Q1 | $189K | Sell |
7,924
-580
| -7% | -$13.8K | 0.1% | 45 |
|
|
2013
Q4 | $182K | Buy |
+8,504
| New | +$182K | 0.12% | 50 |
|