BCMLT
NEE icon

Beacon Capital Management LLC (Tennessee)’s NextEra Energy NEE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-3,443
Closed -$276K – 175
2025
Q4 		$276K Buy
+3,443
New +$285K 0.04% 124
2025
Q3 		– Sell
-2,354
Closed -$163K – 699
2025
Q2 		$163K Buy
2,354
+97
+4% +$6.74K 0.02% 148
2025
Q1 		$160K Buy
2,257
+90
+4% +$6.35K 0.02% 144
2024
Q4 		$155K Buy
2,167
+284
+15% +$22.1K 0.02% 137
2024
Q3 		$159K Buy
1,883
+190
+11% +$14.8K 0.02% 141
2024
Q2 		$120K Buy
1,693
+1,421
+522% +$101K 0.02% 151
2024
Q1 		$17.4K Buy
272
+41
+18% +$2.4K ﹤0.01% 478
2023
Q4 		$13.2K Sell
231
-107
-32% -$6.1K ﹤0.01% 452
2023
Q3 		$25.1K Hold
338
– – 0.01% 375
2023
Q2 		$25.1K Buy
338
+107
+46% +$8.1K 0.01% 375
2023
Q1 		$17.8K Hold
231
– – 0.01% 381
2022
Q4 		$19.3K Sell
231
-285
-55% -$23K 0.01% 382
2022
Q3 		$40K Hold
516
– – 0.01% 239
2022
Q2 		$44K Hold
516
– – 0.01% 263
2022
Q1 		$44K Buy
+516
New +$41.4K 0.01% 263

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NEE Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,443 shares — an estimated $276K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NEE in Q1 2022 and held it in 15 quarters. The position peaked at $276K in Q4 2025. 3,055 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 3,443 NextEra Energy shares in Q1 2026, an estimated $276K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in NextEra Energy in Q1 2022 and held it in 15 quarters.
  • Beacon Capital Management LLC (Tennessee)'s NextEra Energy position peaked at $276K in Q4 2025.
  • 3,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.