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 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 $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 Harbor Wealth Advisors's NEE Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $120K and bringing the position to 94,623 shares worth $8.79M. The position accounts for 1.84% of the portfolio, ranked #16.

Beacon Harbor Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 5 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Beacon Harbor Wealth Advisors held 94,623 shares of NextEra Energy worth $8.79M as of Q1 2026.
Beacon Harbor Wealth Advisors bought 1,350 NextEra Energy shares in Q1 2026, an estimated $120K.
NextEra Energy made up 1.84% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Beacon Harbor Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 5 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.