Beacon Pointe Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Buy |
195,303
+30,074
| +18% | +$2.67M | 0.1% | 199 |
|
|
2025
Q4 | $13.3M | Buy |
165,229
+1,281
| +0.8% | +$106K | 0.09% | 200 |
|
|
2025
Q3 | $12.4M | Buy |
163,948
+31,221
| +24% | +$2.28M | 0.1% | 189 |
|
|
2025
Q2 | $9.21M | Sell |
132,727
-10,190
| -7% | -$708K | 0.1% | 194 |
|
|
2025
Q1 | $10.1M | Buy |
142,917
+6,147
| +4% | +$434K | 0.11% | 170 |
|
|
2024
Q4 | $9.81M | Sell |
136,770
-9,281
| -6% | -$721K | 0.11% | 172 |
|
|
2024
Q3 | $12.3M | Sell |
146,051
-4,771
| -3% | -$372K | 0.14% | 145 |
|
|
2024
Q2 | $10.7M | Sell |
150,822
-14,813
| -9% | -$1.05M | 0.13% | 155 |
|
|
2024
Q1 | $10.6M | Sell |
165,635
-21,586
| -12% | -$1.26M | 0.12% | 168 |
|
|
2023
Q4 | $11.4M | Sell |
187,221
-14,318
| -7% | -$816K | 0.14% | 152 |
|
|
2023
Q3 | $11.5M | Buy |
201,539
+55,094
| +38% | +$3.81M | 0.14% | 149 |
|
|
2023
Q2 | $10.9M | Sell |
146,445
-26,873
| -16% | -$2.03M | 0.18% | 117 |
|
|
2023
Q1 | $13.4M | Buy |
173,318
+5,655
| +3% | +$435K | 0.23% | 103 |
|
|
2022
Q4 | $14M | Buy |
167,663
+6,929
| +4% | +$560K | 0.27% | 92 |
|
|
2022
Q3 | $12.6M | Buy |
160,734
+2,232
| +1% | +$189K | 0.28% | 88 |
|
|
2022
Q2 | $12.3M | Sell |
158,502
-27,123
| -15% | -$2.06M | 0.26% | 92 |
|
|
2022
Q1 | $15.7M | Buy |
185,625
+127,130
| +217% | +$10.2M | 0.22% | 109 |
|
|
2021
Q4 | $5.46M | Sell |
58,495
-97,186
| -62% | -$8.4M | 0.14% | 134 |
|
|
2021
Q3 | $12.2M | Buy |
155,681
+115,132
| +284% | +$9.29M | 0.3% | 88 |
|
|
2021
Q2 | $2.97M | Buy |
40,549
+13,668
| +51% | +$1.03M | 0.11% | 173 |
|
|
2021
Q1 | $2.03M | Sell |
26,881
-2,952
| -10% | -$230K | 0.12% | 144 |
|
|
2020
Q4 | $2.3M | Buy |
29,833
+16,445
| +123% | +$1.23M | 0.16% | 121 |
|
|
2020
Q3 | $929K | Sell |
13,388
-3,300
| -20% | -$228K | 0.09% | 172 |
|
|
2020
Q2 | $1M | Buy |
16,688
+5,920
| +55% | +$354K | 0.1% | 167 |
|
|
2020
Q1 | $647K | Sell |
10,768
-1,376
| -11% | -$86.5K | 0.1% | 153 |
|
|
2019
Q4 | $735K | Buy |
12,144
+4,116
| +51% | +$240K | 0.23% | 94 |
|
|
2019
Q3 | $466K | Sell |
8,028
-6,664
| -45% | -$361K | 0.2% | 105 |
|
|
2019
Q2 | $750K | Buy |
14,692
+8,260
| +128% | +$406K | 0.27% | 91 |
|
|
2019
Q1 | $311K | Sell |
6,432
-988
| -13% | -$45.2K | 0.12% | 146 |
|
|
2018
Q4 | $322K | Buy |
+7,420
| New | +$324K | 0.2% | 118 |
|
Other funds holding NEE
VCM
VPM
Beacon Pointe Advisors's NEE Position: Q1 2026 in Review
Beacon Pointe Advisors increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $2.67M and bringing the position to 195,303 shares worth $18.1M. The position accounts for 0.1% of the portfolio, ranked #199.
Beacon Pointe Advisors first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Beacon Pointe Advisors held 195,303 shares of NextEra Energy worth $18.1M as of Q1 2026.
- Beacon Pointe Advisors bought 30,074 NextEra Energy shares in Q1 2026, an estimated $2.67M.
- NextEra Energy made up 0.1% of Beacon Pointe Advisors's portfolio in Q1 2026, its #199 holding.
- Beacon Pointe Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.