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Beacon Investment Advisory Services’s NextEra Energy NEE Stock Holding History

Beacon Investment Advisory Services’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 		$12.2M Buy
139,413
+7,136
+5% +$645K 0.45% 53
2026
Q1 		$12.3M Buy
132,277
+7,400
+6% +$658K 0.5% 56
2025
Q4 		$10M Buy
124,877
+8,344
+7% +$691K 0.41% 59
2025
Q3 		$8.8M Buy
116,533
+3,833
+3% +$280K 0.37% 66
2025
Q2 		$7.82M Buy
112,700
+12,417
+12% +$862K 0.35% 70
2025
Q1 		$7.11M Buy
100,283
+5,298
+6% +$374K 0.33% 74
2024
Q4 		$6.81M Buy
94,985
+1,120
+1% +$87K 0.3% 75
2024
Q3 		$7.93M Sell
93,865
-21,393
-19% -$1.67M 0.33% 70
2024
Q2 		$8.16M Buy
115,258
+1,952
+2% +$138K 0.35% 65
2024
Q1 		$7.24M Sell
113,306
-558
-0.5% -$32.7K 0.31% 72
2023
Q4 		$6.92M Buy
113,864
+73,219
+180% +$4.17M 0.31% 74
2023
Q3 		$2.33M Sell
40,645
-550
-1% -$38.1K 0.11% 113
2023
Q2 		$3.06M Sell
41,195
-565
-1% -$42.8K 0.14% 110
2023
Q1 		$3.22M Sell
41,760
-100
-0.2% -$7.69K 0.16% 108
2022
Q4 		$3.5M Sell
41,860
-1,424
-3% -$115K 0.18% 99
2022
Q3 		$3.39M Buy
43,284
+190
+0.4% +$16.1K 0.19% 98
2022
Q2 		$3.34M Sell
43,094
-1,773
-4% -$135K 0.17% 101
2022
Q1 		$3.8M Sell
44,867
-1,885
-4% -$151K 0.16% 103
2021
Q4 		$4.37M Buy
46,752
+64
+0.1% +$5.53K 0.17% 101
2021
Q3 		$3.67M Sell
46,688
-190
-0.4% -$15.3K 0.15% 109
2021
Q2 		$3.44M Sell
46,878
-1,912
-4% -$143K 0.14% 116
2021
Q1 		$3.69M Sell
48,790
-2,760
-5% -$215K 0.16% 108
2020
Q4 		$3.98M Sell
51,550
-2,074
-4% -$155K 0.18% 94
2020
Q3 		$3.72M Sell
53,624
-4,496
-8% -$310K 0.19% 90
2020
Q2 		$3.49M Sell
58,120
-5,496
-9% -$329K 0.2% 88
2020
Q1 		$3.83M Sell
63,616
-6,040
-9% -$380K 0.27% 78
2019
Q4 		$4.22M Sell
69,656
-1,348
-2% -$78.7K 0.22% 90
2019
Q3 		$4.14M Sell
71,004
-1,712
-2% -$92.7K 0.41% 65
2019
Q2 		$3.72M Sell
72,716
-26,260
-27% -$1.29M 0.39% 69
2019
Q1 		$4.78M Sell
98,976
-17,012
-15% -$778K 0.51% 55
2018
Q4 		$5.04M Sell
115,988
-4,228
-4% -$185K 0.56% 55
2018
Q3 		$5.04M Sell
120,216
-8,208
-6% -$349K 0.49% 59
2018
Q2 		$5.36M Sell
128,424
-2,272
-2% -$91.8K 0.54% 54
2018
Q1 		$5.34M Sell
130,696
-11,776
-8% -$454K 0.55% 56
2017
Q4 		$5.56M Sell
142,472
-25,056
-15% -$967K 0.59% 56
2017
Q3 		$6.14M Buy
167,528
+150,356
+876% +$5.51M 0.53% 59
2017
Q2 		$602K Buy
17,172
+1,356
+9% +$46.3K 0.11% 34
2017
Q1 		$508K Buy
15,816
+880
+6% +$27.7K 0.1% 37
2016
Q4 		$446K Sell
14,936
-1,784
-11% -$53.3K 0.09% 36
2016
Q3 		$511K Buy
16,720
+72
+0.4% +$2.27K 0.11% 30
2016
Q2 		$543K Buy
16,648
+88
+0.5% +$2.64K 0.12% 28
2016
Q1 		$490K Sell
16,560
-80
-0.5% -$2.25K 0.1% 29
2015
Q4 		$432K Hold
16,640
– – 0.08% 34
2015
Q3 		$406K Sell
16,640
-1,496
-8% -$38K 0.08% 33
2015
Q2 		$444K Buy
+18,136
New +$461K 0.07% 32

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Beacon Investment Advisory Services's NEE Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its NextEra Energy (NEE) stake by 5.4% in Q2 2026, buying an estimated $645K and bringing the position to 139,413 shares worth $12.2M. The position accounts for 0.45% of the portfolio, ranked #53.

Beacon Investment Advisory Services first reported a position in NEE in Q2 2015 and has held it in 45 quarters since. The position peaked at $12.3M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Beacon Investment Advisory Services held 139,413 shares of NextEra Energy worth $12.2M as of Q2 2026.
  • Beacon Investment Advisory Services bought 7,136 NextEra Energy shares in Q2 2026, an estimated $645K.
  • NextEra Energy made up 0.45% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #53 holding.
  • Beacon Investment Advisory Services first reported a position in NextEra Energy in Q2 2015 and has held it in 45 quarters since.
  • Beacon Investment Advisory Services's NextEra Energy position peaked at $12.3M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.