Boyd Watterson Asset Management’s NextEra Energy NEE Stock Holding History

Boyd Watterson Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56M	Hold	16,752	–	–	0.48%	50
2025 Q4	$1.34M	Hold	16,752	–	–	0.39%	52
2025 Q3	$1.26M	Sell	16,752 -96	-0.6%	-$7.01K	0.38%	57
2025 Q2	$1.17M	Sell	16,848 -200	-1%	-$13.9K	0.37%	61
2025 Q1	$1.21M	Hold	17,048	–	–	0.39%	60
2024 Q4	$1.22M	Sell	17,048 -50	-0.3%	-$3.88K	0.34%	60
2024 Q3	$1.45M	Hold	17,098	–	–	0.4%	59
2024 Q2	$1.21M	Hold	17,098	–	–	0.35%	58
2024 Q1	$1.09M	Hold	17,098	–	–	0.39%	55
2023 Q4	$1.04M	Hold	17,098	–	–	0.41%	56
2023 Q3	$980K	Hold	17,098	–	–	0.43%	56
2023 Q2	$1.27M	Hold	17,098	–	–	0.5%	50
2023 Q1	$1.32M	Hold	17,098	–	–	0.54%	50
2022 Q4	$1.43M	Sell	17,098 -1,150	-6%	-$92.9K	0.59%	47
2022 Q3	$1.43M	Hold	18,248	–	–	0.65%	40
2022 Q2	$1.41M	Hold	18,248	–	–	0.6%	41
2022 Q1	$1.55M	Buy	18,248 +100	+0.6%	+$8.01K	0.56%	44
2021 Q4	$1.69M	Buy	18,148 +200	+1%	+$17.3K	0.56%	48
2021 Q3	$1.41M	Hold	17,948	–	–	0.52%	56
2021 Q2	$1.31M	Hold	17,948	–	–	0.53%	58
2021 Q1	$1.36M	Hold	17,948	–	–	0.59%	55
2020 Q4	$1.39M	Sell	17,948 -200	-1%	-$15K	0.66%	45
2020 Q3	$1.26M	Buy	18,148 +14,400	+384%	+$994K	0.69%	47
2020 Q2	$225K	Hold	3,748	–	–	0.15%	105
2020 Q1	$225K	Hold	3,748	–	–	0.18%	90
2019 Q4	$227K	Hold	3,748	–	–	0.15%	111
2019 Q3	$218K	Sell	3,748 -800	-18%	-$43.3K	0.15%	108
2019 Q2	$233K	Hold	4,548	–	–	0.16%	113
2019 Q1	$220K	Buy	+4,548	New	+$208K	0.14%	115
2018 Q2	–	Sell	-4,948	Closed	-$202K	–	136
2018 Q1	$202K	Buy	+4,948	New	+$191K	0.1%	136
2014 Q3	–	Sell	-34,012	Closed	-$871K	–	180
2014 Q2	$871K	Sell	34,012 -2,052	-6%	-$49.9K	0.38%	70
2014 Q1	$862K	Buy	36,064 +1,744	+5%	+$39.5K	0.4%	66
2013 Q4	$735K	Sell	34,320 -920	-3%	-$19.4K	0.34%	78
2013 Q3	$706K	Buy	35,240 +1,560	+5%	+$32.2K	0.34%	73
2013 Q2	$686K	Buy	+33,680	New	+$668K	0.35%	76