Baker Ellis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
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|
2025
Q1 | $880K | Buy |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $779K | Sell |
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|
2024
Q1 | $774K | Buy |
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|
2023
Q4 | $678K | Hold |
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|
2023
Q3 | $639K | Hold |
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|
2023
Q2 | $828K | Hold |
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|
2023
Q1 | $860K | Hold |
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|
2022
Q4 | $933K | Hold |
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|
2022
Q3 | $875K | Hold |
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|
2022
Q2 | $864K | Hold |
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|
2022
Q1 | $945K | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $880K | Hold |
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|
2021
Q2 | $817K | Buy |
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|
2021
Q1 | $737K | Hold |
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|
2020
Q4 | $752K | Hold |
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|
2020
Q3 | $677K | Hold |
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|
2020
Q2 | $586K | Hold |
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|
2020
Q1 | $587K | Hold |
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|
2019
Q4 | $590K | Hold |
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|
2019
Q3 | $568K | Hold |
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|
2019
Q2 | $499K | Hold |
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|
2019
Q1 | $471K | Sell |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $484K | Hold |
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|
2018
Q2 | $482K | Hold |
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|
2018
Q1 | $472K | Hold |
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|
2017
Q4 | $451K | Hold |
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|
2017
Q3 | $423K | Hold |
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|
2017
Q2 | $405K | Hold |
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|
2017
Q1 | $371K | Hold |
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|
2016
Q4 | $345K | Hold |
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|
2016
Q3 | $353K | Buy |
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|
2016
Q2 | $351K | Hold |
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|
2016
Q1 | $318K | Hold |
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|
2015
Q4 | $279K | Hold |
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|
2015
Q3 | $262K | Buy |
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|
2015
Q2 | $205K | Hold |
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|
2015
Q1 | $217K | Hold |
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|
2014
Q4 | $222K | Hold |
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|
2014
Q3 | $196K | Hold |
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|
2014
Q2 | $214K | Sell |
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|
2014
Q1 | $210K | Hold |
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|
2013
Q4 | $188K | Hold |
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|
2013
Q3 | $176K | Hold |
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|
2013
Q2 | $179K | Buy |
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