Partnervest Advisory Services’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 Q3	$527K	Buy	7,596 +2,584	+52%	+$178K	0.17%	108
2020 Q2	$301K	Sell	5,012 -84	-2%	-$5.03K	0.11%	146
2020 Q1	$307K	Sell	5,096 -2,152	-30%	-$135K	0.14%	127
2019 Q4	$439K	Sell	7,248 -2,612	-26%	-$153K	0.16%	102
2019 Q3	$574K	Buy	9,860 +176	+2%	+$9.53K	0.21%	92
2019 Q2	$496K	Buy	9,684 +52	+0.5%	+$2.56K	0.2%	93
2019 Q1	$466K	Buy	9,632 +208	+2%	+$9.51K	0.19%	99
2018 Q4	$410K	Buy	9,424 +844	+10%	+$36.9K	0.2%	101
2018 Q3	$360K	Buy	+8,580	New	+$365K	0.14%	143
2018 Q2	–	Sell	-5,756	Closed	-$235K	–	220
2018 Q1	$235K	Buy	5,756 +180	+3%	+$6.94K	0.11%	167
2017 Q4	$218K	Hold	5,576	–	–	0.11%	164
2017 Q3	$204K	Sell	5,576 -240	-4%	-$8.79K	0.1%	172
2017 Q2	$204K	Buy	+5,816	New	+$199K	0.09%	187
2016 Q3	–	Sell	-6,588	Closed	-$215K	–	202
2016 Q2	$215K	Buy	+6,588	New	+$198K	0.11%	183
2014 Q3	–	Sell	-3,196	Closed	-$82K	–	569
2014 Q2	$82K	Buy	3,196 +532	+20%	+$12.9K	0.04%	276
2014 Q1	$64K	Sell	2,664 -160	-6%	-$3.63K	0.03%	293
2013 Q4	$60K	Sell	2,824 -1,168	-29%	-$24.6K	0.03%	282
2013 Q3	$80K	Sell	3,992 -80	-2%	-$1.65K	0.04%	214
2013 Q2	$83K	Buy	+4,072	New	+$80.8K	0.04%	180