Baker Avenue Asset 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
2026 Q1	$9.61M	Sell	103,465 -4,614	-4%	-$410K	0.22%	97
2025 Q4	$8.68M	Sell	108,079 -86	-0.1%	-$7.12K	0.2%	102
2025 Q3	$8.17M	Sell	108,165 -7,758	-7%	-$567K	0.2%	102
2025 Q2	$8.05M	Buy	115,923 +3,198	+3%	+$222K	0.23%	97
2025 Q1	$7.99M	Sell	112,725 -61	-0.1%	-$4.31K	0.25%	90
2024 Q4	$8.09M	Buy	112,786 +37,764	+50%	+$2.93M	0.25%	84
2024 Q3	$6.34M	Buy	75,022 +33,308	+80%	+$2.6M	0.2%	94
2024 Q2	$2.95M	Sell	41,714 -356	-0.8%	-$25.3K	0.1%	139
2024 Q1	$2.69M	Buy	42,070 +462	+1%	+$27.1K	0.11%	137
2023 Q4	$2.53M	Buy	41,608 +810	+2%	+$46.2K	0.11%	137
2023 Q3	$2.34M	Buy	40,798 +316	+0.8%	+$21.9K	0.12%	132
2023 Q2	$3M	Buy	40,482 +25,063	+163%	+$1.9M	0.15%	115
2023 Q1	$1.19M	Sell	15,419 -164	-1%	-$12.6K	0.06%	168
2022 Q4	$1.3M	Buy	+15,583	New	+$1.26M	0.08%	152