Beacon Financial Advisory’s NextEra Energy NEE Stock Holding History

Beacon Financial Advisory’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 Q2	$206K	Sell	2,344 -45	-2%	-$4.07K	0.04%	407
2026 Q1	$222K	Buy	+2,389	New	+$212K	0.05%	375
2022 Q2	–	Sell	-2,500	Closed	-$212K	–	233
2022 Q1	$212K	Sell	2,500 -53	-2%	-$4.25K	0.1%	224
2021 Q4	$238K	Buy	+2,553	New	+$221K	0.11%	212
2021 Q2	–	Sell	-2,757	Closed	-$208K	–	232
2021 Q1	$208K	Sell	2,757 -123	-4%	-$9.6K	0.12%	208
2020 Q4	$222K	Buy	+2,880	New	+$215K	0.14%	178

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Financial Advisory's NEE Position: Q2 2026 in Review

Beacon Financial Advisory reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $4.07K and leaving 2,344 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #407.

Beacon Financial Advisory first reported a position in NEE in Q4 2020 and has held it in 6 quarters since. The position peaked at $238K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Beacon Financial Advisory held 2,344 shares of NextEra Energy worth $206K as of Q2 2026.
Beacon Financial Advisory sold 45 NextEra Energy shares in Q2 2026, an estimated $4.07K.
NextEra Energy made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #407 holding.
Beacon Financial Advisory first reported a position in NextEra Energy in Q4 2020 and has held it in 6 quarters since.
Beacon Financial Advisory's NextEra Energy position peaked at $238K in Q4 2021.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.