Baugh & Associates’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
91,711
-3,447
| -4% | -$215K | 2.98% | 12 |
|
|
2025
Q1 | $6.41M | Buy |
95,158
+683
| +0.7% | +$46K | 3.24% | 11 |
|
|
2024
Q4 | $6.52M | Buy |
94,475
+199
| +0.2% | +$13.7K | 3.38% | 10 |
|
|
2024
Q3 | $7.64M | Buy |
94,276
+2,306
| +3% | +$187K | 3.93% | 8 |
|
|
2024
Q2 | $6.88M | Sell |
91,970
-4,042
| -4% | -$302K | 3.57% | 10 |
|
|
2024
Q1 | $6.14M | Sell |
96,012
-170
| -0.2% | -$10.9K | 3.27% | 12 |
|
|
2023
Q4 | $5.84M | Buy |
96,182
+9,087
| +10% | +$552K | 3.36% | 11 |
|
|
2023
Q3 | $4.99M | Buy |
87,095
+373
| +0.4% | +$21.4K | 3.12% | 12 |
|
|
2023
Q2 | $6.43M | Buy |
86,722
+1,668
| +2% | +$124K | 3.87% | 5 |
|
|
2023
Q1 | $6.7M | Sell |
85,054
-2,165
| -2% | -$171K | 4.28% | 6 |
|
|
2022
Q4 | $7.29M | Sell |
87,219
-51
| -0.1% | -$4.26K | 4.72% | 6 |
|
|
2022
Q3 | $6.84M | Sell |
87,270
-157
| -0.2% | -$12.3K | 4.84% | 4 |
|
|
2022
Q2 | $6.77M | Sell |
87,427
-986
| -1% | -$76.4K | 4.56% | 4 |
|
|
2022
Q1 | $7.49M | Buy |
88,413
+1,613
| +2% | +$137K | 4.4% | 5 |
|
|
2021
Q4 | $8.1M | Sell |
86,800
-106
| -0.1% | -$9.9K | 4.48% | 5 |
|
|
2021
Q3 | $6.82M | Sell |
86,906
-287
| -0.3% | -$22.5K | 4.18% | 6 |
|
|
2021
Q2 | $6.39M | Sell |
87,193
-1,040
| -1% | -$76.2K | 3.96% | 7 |
|
|
2021
Q1 | $6.67M | Sell |
88,233
-144
| -0.2% | -$10.9K | 4.4% | 5 |
|
|
2020
Q4 | $6.82M | Sell |
88,377
-1,963
| -2% | -$151K | 4.86% | 3 |
|
|
2020
Q3 | $6.27M | Sell |
90,340
-628
| -0.7% | -$43.6K | 4.92% | 5 |
|
|
2020
Q2 | $5.46M | Buy |
90,968
+4,660
| +5% | +$280K | 4.36% | 4 |
|
|
2020
Q1 | $5.19M | Sell |
86,308
-2,136
| -2% | -$128K | 5.02% | 2 |
|
|
2019
Q4 | $5.35M | Sell |
88,444
-4,384
| -5% | -$265K | 3.91% | 4 |
|
|
2019
Q3 | $5.41M | Buy |
92,828
+84
| +0.1% | +$4.89K | 4.19% | 3 |
|
|
2019
Q2 | $4.75M | Sell |
92,744
-1,060
| -1% | -$54.3K | 3.76% | 5 |
|
|
2019
Q1 | $4.53M | Buy |
93,804
+6,004
| +7% | +$290K | 3.63% | 4 |
|
|
2018
Q4 | $3.82M | Sell |
87,800
-8
| -0% | -$348 | 3.29% | 8 |
|
|
2018
Q3 | $3.68M | Hold |
87,808
| – | – | 2.94% | 12 |
|
|
2018
Q2 | $3.67M | Sell |
87,808
-10,360
| -11% | -$433K | 3.2% | 10 |
|
|
2018
Q1 | $4.01M | Sell |
98,168
-600
| -0.6% | -$24.5K | 3.23% | 7 |
|
|
2017
Q4 | $3.86M | Buy |
+98,768
| New | +$3.86M | 3.25% | 9 |
|