Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,349,369
-$1,610,168 QoQ
Shares Held
72,341
-15.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#722
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baugh & Associates, LLC holds $11,297,193 across 2 Utilities - Regulated Electric names. NEE ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
72,341 | $6,349,369 | |
| 2 | SO |
Southern Co
|
51,696 | $4,947,824 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,349,369 | 72,341 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $7,959,537 | 85,697 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,924,150 | 86,250 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,738,237 | 89,260 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,366,577 | 91,711 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $6,745,750 | 95,158 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,772,912 | 94,475 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,969,150 | 94,276 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,512,395 | 91,970 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,136,126 | 96,012 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,842,094 | 96,182 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,989,672 | 87,095 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,434,772 | 86,722 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,555,962 | 85,054 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,291,508 | 87,219 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,842,840 | 87,270 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,772,095 | 87,427 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,489,465 | 88,413 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,103,648 | 86,800 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $6,823,859 | 86,906 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,389,503 | 87,193 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $6,671,297 | 88,233 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $6,818,285 | 88,377 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,268,692 | 22,585 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,461,946 | 22,742 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $5,191,857 | 21,577 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||