Ownership history in Baugh & Associates, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Baugh & Associates, LLC underperformed the S&P 500 by β2.5% annually on this NEE position. Timing score: 33% (10/30 decisions correct). Average cost basis: $66.10. Maximum drawdown during holding period: β36.1%.
β οΈ Trailed SPY by 2.5% ann. on this position.
31 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 30 add/trim decisions correct
Best entry: $40.68 (2019 Q1) Β· Worst: $80.88 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 20 trims. Bought during 5 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.09% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size