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Disclosery

Baker Ellis Asset Management LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Ellis Asset Management LLC on NEE, newest first. How the timeline and the estimate are built.

Baker Ellis Asset Management LLC held 14,335 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,335 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,258,187.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,335 shares
    Change vs previous 13F -237 shares

    0.16% of the 13F portfolio, value $1,331,439.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,572 shares
    Change vs previous 13F +306 shares

    0.14% of the 13F portfolio, value $1,169,844.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,266 shares
    Change vs previous 13F +3,824 shares

    0.13% of the 13F portfolio, value $1,076,944.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,442 shares
    Change vs previous 13F -1,974 shares

    0.1% of the 13F portfolio, value $724,884.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,416 shares
    Change vs previous 13F +750 shares

    0.13% of the 13F portfolio, value $880,170.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,666 shares
    Change vs previous 13F +150 shares

    0.12% of the 13F portfolio, value $836,336.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,516 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $973,447.

    13F-HR 0001941040-24-000433 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).