Baugh & Associates’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
Q2 | $6.35M | Sell |
72,341
-13,356
| -16% | -$1.21M | 2.81% | 15 |
|
|
2026
Q1 | $7.96M | Sell |
85,697
-553
| -0.6% | -$49.2K | 3.44% | 10 |
|
|
2025
Q4 | $6.28M | Sell |
86,250
-3,010
| -3% | -$249K | 3.09% | 12 |
|
|
2025
Q3 | $6.05M | Sell |
89,260
-2,451
| -3% | -$179K | 3.01% | 13 |
|
|
2025
Q2 | $5.73M | Sell |
91,711
-3,447
| -4% | -$239K | 2.98% | 12 |
|
|
2025
Q1 | $6.41M | Buy |
95,158
+683
| +0.7% | +$48.2K | 3.24% | 11 |
|
|
2024
Q4 | $6.52M | Buy |
94,475
+199
| +0.2% | +$15.5K | 3.38% | 10 |
|
|
2024
Q3 | $7.64M | Buy |
94,276
+2,306
| +3% | +$180K | 3.93% | 8 |
|
|
2024
Q2 | $6.88M | Sell |
91,970
-4,042
| -4% | -$287K | 3.57% | 10 |
|
|
2024
Q1 | $6.14M | Sell |
96,012
-170
| -0.2% | -$9.96K | 3.27% | 12 |
|
|
2023
Q4 | $5.84M | Buy |
96,182
+9,087
| +10% | +$518K | 3.36% | 11 |
|
|
2023
Q3 | $4.99M | Buy |
87,095
+373
| +0.4% | +$25.8K | 3.12% | 12 |
|
|
2023
Q2 | $6.43M | Buy |
86,722
+1,668
| +2% | +$126K | 3.87% | 5 |
|
|
2023
Q1 | $6.7M | Sell |
85,054
-2,165
| -2% | -$166K | 4.28% | 6 |
|
|
2022
Q4 | $7.29M | Sell |
87,219
-51
| -0.1% | -$4.12K | 4.72% | 6 |
|
|
2022
Q3 | $6.84M | Sell |
87,270
-157
| -0.2% | -$13.3K | 4.84% | 4 |
|
|
2022
Q2 | $6.77M | Sell |
87,427
-986
| -1% | -$75.1K | 4.56% | 4 |
|
|
2022
Q1 | $7.49M | Buy |
88,413
+1,613
| +2% | +$129K | 4.4% | 5 |
|
|
2021
Q4 | $8.1M | Sell |
86,800
-106
| -0.1% | -$9.16K | 4.48% | 5 |
|
|
2021
Q3 | $6.82M | Sell |
86,906
-287
| -0.3% | -$23.1K | 4.18% | 6 |
|
|
2021
Q2 | $6.39M | Sell |
87,193
-1,040
| -1% | -$78.1K | 3.96% | 7 |
|
|
2021
Q1 | $6.67M | Sell |
88,233
-144
| -0.2% | -$11.2K | 4.4% | 5 |
|
|
2020
Q4 | $6.82M | Sell |
88,377
-1,963
| -2% | -$147K | 4.86% | 3 |
|
|
2020
Q3 | $6.27M | Sell |
90,340
-628
| -0.7% | -$43.4K | 4.92% | 5 |
|
|
2020
Q2 | $5.46M | Buy |
90,968
+4,660
| +5% | +$279K | 4.36% | 4 |
|
|
2020
Q1 | $5.19M | Sell |
86,308
-2,136
| -2% | -$134K | 5.02% | 2 |
|
|
2019
Q4 | $5.35M | Sell |
88,444
-4,384
| -5% | -$256K | 3.91% | 4 |
|
|
2019
Q3 | $5.41M | Buy |
92,828
+84
| +0.1% | +$4.55K | 4.19% | 3 |
|
|
2019
Q2 | $4.75M | Sell |
92,744
-1,060
| -1% | -$52.2K | 3.76% | 5 |
|
|
2019
Q1 | $4.53M | Buy |
93,804
+6,004
| +7% | +$275K | 3.63% | 4 |
|
|
2018
Q4 | $3.81M | Sell |
87,800
-8
| -0% | -$350 | 3.29% | 8 |
|
|
2018
Q3 | $3.68M | Hold |
87,808
| – | – | 2.94% | 12 |
|
|
2018
Q2 | $3.67M | Sell |
87,808
-10,360
| -11% | -$418K | 3.2% | 10 |
|
|
2018
Q1 | $4.01M | Sell |
98,168
-600
| -0.6% | -$23.1K | 3.23% | 7 |
|
|
2017
Q4 | $3.86M | Buy |
+98,768
| New | +$3.81M | 3.25% | 9 |
|
Other funds holding NEE
COPPSERS
DC
Baugh & Associates's NEE Position: Q2 2026 in Review
Baugh & Associates reduced its NextEra Energy (NEE) stake by 16% in Q2 2026, selling an estimated $1.21M and leaving 72,341 shares worth $6.35M. The position accounts for 2.81% of the portfolio, ranked #15.
Baugh & Associates first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.1M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Baugh & Associates held 72,341 shares of NextEra Energy worth $6.35M as of Q2 2026.
- Baugh & Associates sold 13,356 NextEra Energy shares in Q2 2026, an estimated $1.21M.
- NextEra Energy made up 2.81% of Baugh & Associates's portfolio in Q2 2026, its #15 holding.
- Baugh & Associates first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
- Baugh & Associates's NextEra Energy position peaked at $8.1M in Q4 2021.
- 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.