Beacon Harbor Wealth Advisors’s NextEra Energy NEE Stock Holding History

Beacon Harbor Wealth Advisors’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	$8.45M	Buy	97,222 +2,599	+3%	+$235K	1.65%	24
2026 Q1	$8.79M	Buy	94,623 +1,350	+1%	+$120K	1.84%	16
2025 Q4	$7.49M	Buy	93,273 +280	+0.3%	+$23.2K	1.66%	23
2025 Q3	$7.02M	Buy	+92,993	New	+$6.79M	1.64%	20
2024 Q2	–	Sell	-104,390	Closed	-$6.67M	–	77
2024 Q1	$6.67M	Buy	104,390 +51,050	+96%	+$2.99M	1.77%	19
2023 Q4	$3.24M	Buy	+53,340	New	+$3.04M	0.94%	42

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 $3.38T AUM 44.17% 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 Harbor Wealth Advisors's NEE Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its NextEra Energy (NEE) stake by 2.7% in Q2 2026, buying an estimated $235K and bringing the position to 97,222 shares worth $8.45M. The position accounts for 1.65% of the portfolio, ranked #24.

Beacon Harbor Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 6 quarters since. The position peaked at $8.79M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Beacon Harbor Wealth Advisors held 97,222 shares of NextEra Energy worth $8.45M as of Q2 2026.
Beacon Harbor Wealth Advisors bought 2,599 NextEra Energy shares in Q2 2026, an estimated $235K.
NextEra Energy made up 1.65% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Beacon Harbor Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 6 quarters since.
Beacon Harbor Wealth Advisors's NextEra Energy position peaked at $8.79M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.