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Beacon Financial Group’s NextEra Energy NEE Stock Holding History

Beacon Financial Group’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 		$1.57M Buy
17,936
+6,565
+58% +$594K 0.14% 142
2026
Q1 		$1.06M Buy
+11,371
New +$1.01M 0.11% 163

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Beacon Financial Group increased its NextEra Energy (NEE) stake by 58% in Q2 2026, buying an estimated $594K and bringing the position to 17,936 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #142.

Beacon Financial Group first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Beacon Financial Group held 17,936 shares of NextEra Energy worth $1.57M as of Q2 2026.
  • Beacon Financial Group bought 6,565 NextEra Energy shares in Q2 2026, an estimated $594K.
  • NextEra Energy made up 0.14% of Beacon Financial Group's portfolio in Q2 2026, its #142 holding.
  • Beacon Financial Group first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.