NEE NEXTERA ENERGY INC

Ownership history in Baugh & Associates, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in NEXTERA ENERGY INC (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.02% (2020 Q1)
Avg. % of fund
3.85%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 86,250 -3,010 -3.4% 3.09% $6.3M $79.74
2025 Q3 REDUCED 89,260 -2,451 -2.7% 3.01% $6.0M $74.47
2025 Q2 REDUCED 91,711 -3,447 -3.6% 2.98% $5.7M $67.96
2025 Q1 ADDED 95,158 +683 +0.7% 3.24% $6.4M $68.84
2024 Q4 ADDED 94,475 +199 +0.2% 3.38% $6.5M $69.05
2024 Q3 ADDED 94,276 +2,306 +2.5% 3.93% $7.6M $80.88
2024 Q2 REDUCED 91,970 -4,042 -4.2% 3.57% $6.9M $67.31
2024 Q1 REDUCED 96,012 -170 -0.2% 3.27% $6.1M $60.36
2023 Q4 ADDED 96,182 +9,087 +10.4% 3.36% $5.8M $56.85
2023 Q3 ADDED 87,095 +373 +0.4% 3.12% $5.0M $53.19
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NEE price (monthly, adj. close)
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