Wealthstreet Investment Advisors’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-37,303	Closed	-$2.82M	–	246
2021 Q1	$2.82M	Sell	37,303 -117	-0.3%	-$9.13K	0.28%	88
2020 Q4	$2.89M	Hold	37,420	–	–	0.29%	77
2020 Q3	$2.6M	Sell	37,420 -744	-2%	-$51.4K	0.29%	80
2020 Q2	$2.29M	Sell	38,164 -848	-2%	-$50.8K	0.28%	88
2020 Q1	$2.35M	Sell	39,012 -656	-2%	-$41.2K	0.35%	68
2019 Q4	$2.4M	Sell	39,668 -664	-2%	-$38.8K	0.28%	85
2019 Q3	$2.35M	Sell	40,332 -200	-0.5%	-$10.8K	0.3%	81
2019 Q2	$2.08M	Sell	40,532 -1,320	-3%	-$65K	0.27%	92
2019 Q1	$2.02M	Buy	41,852 +1,188	+3%	+$54.3K	0.27%	91
2018 Q4	$1.75M	Sell	40,664 -4,400	-10%	-$192K	0.25%	99
2018 Q3	$1.89M	Sell	45,064 -200	-0.4%	-$8.51K	0.23%	96
2018 Q2	$1.89M	Sell	45,264 -100	-0.2%	-$4.04K	0.25%	97
2018 Q1	$1.85M	Buy	45,364 +3,712	+9%	+$143K	0.23%	101
2017 Q4	$1.63M	Buy	+41,652	New	+$1.61M	0.2%	116