Rockefeller Financial 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
2017 Q4	$814K	Hold	20,848	–	–	0.01%	243
2017 Q3	$764K	Buy	20,848 +18,400	+752%	+$674K	0.01%	234
2017 Q2	$86K	Hold	2,448	–	–	﹤0.01%	350
2017 Q1	$79K	Hold	2,448	–	–	﹤0.01%	374
2016 Q4	$73K	Buy	2,448 +108	+5%	+$3.23K	﹤0.01%	398
2016 Q3	$72K	Hold	2,340	–	–	﹤0.01%	373
2016 Q2	$76K	Sell	2,340 -2,136	-48%	-$64.1K	﹤0.01%	377
2016 Q1	$132K	Buy	4,476 +2,136	+91%	+$60K	﹤0.01%	348
2015 Q4	$61K	Hold	2,340	–	–	﹤0.01%	416
2015 Q3	$57K	Hold	2,340	–	–	﹤0.01%	412
2015 Q2	$57K	Hold	2,340	–	–	﹤0.01%	390
2015 Q1	$61K	Hold	2,340	–	–	﹤0.01%	407
2014 Q4	$62K	Hold	2,340	–	–	﹤0.01%	377
2014 Q3	$55K	Sell	2,340 -60	-3%	-$1.45K	﹤0.01%	398
2014 Q2	$61K	Buy	2,400 +60	+3%	+$1.46K	﹤0.01%	403
2014 Q1	$56K	Sell	2,340 -232	-9%	-$5.26K	﹤0.01%	423
2013 Q4	$55K	Buy	+2,572	New	+$54.2K	﹤0.01%	414