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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 3,030 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.
3,030 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.