Beaton Management Company’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 | $1.82M | Sell |
19,565
-135
| -0.7% | -$12K | 0.81% | 38 |
|
|
2025
Q4 | $1.58M | Hold |
19,700
| – | – | 0.7% | 41 |
|
|
2025
Q3 | $1.49M | Hold |
19,700
| – | – | 0.68% | 45 |
|
|
2025
Q2 | $1.37M | Hold |
19,700
| – | – | 0.67% | 49 |
|
|
2025
Q1 | $1.4M | Hold |
19,700
| – | – | 0.73% | 46 |
|
|
2024
Q4 | $1.41M | Hold |
19,700
| – | – | 0.71% | 43 |
|
|
2024
Q3 | $1.67M | Hold |
19,700
| – | – | 0.84% | 34 |
|
|
2024
Q2 | $1.4M | Hold |
19,700
| – | – | 0.75% | 40 |
|
|
2024
Q1 | $1.26M | Sell |
19,700
-425
| -2% | -$24.9K | 0.69% | 46 |
|
|
2023
Q4 | $1.22M | Hold |
20,125
| – | – | 0.73% | 43 |
|
|
2023
Q3 | $1.15M | Buy |
20,125
+247
| +1% | +$17.1K | 0.75% | 45 |
|
|
2023
Q2 | $1.48M | Sell |
19,878
-160
| -0.8% | -$12.1K | 0.93% | 33 |
|
|
2023
Q1 | $1.54M | Sell |
20,038
-166
| -0.8% | -$12.8K | 1.04% | 30 |
|
|
2022
Q4 | $1.69M | Buy |
20,204
+16,272
| +414% | +$1.31M | 1.13% | 29 |
|
|
2022
Q3 | $307K | Hold |
3,932
| – | – | 0.23% | 97 |
|
|
2022
Q2 | $304K | Sell |
3,932
-17,472
| -82% | -$1.33M | 0.22% | 101 |
|
|
2022
Q1 | $1.81M | Hold |
21,404
| – | – | 1.12% | 25 |
|
|
2021
Q4 | $2M | Sell |
21,404
-100
| -0.5% | -$8.64K | 1.19% | 27 |
|
|
2021
Q3 | $1.69M | Buy |
21,504
+140
| +0.7% | +$11.3K | 1.12% | 29 |
|
|
2021
Q2 | $1.57M | Sell |
21,364
-300
| -1% | -$22.5K | 1% | 34 |
|
|
2021
Q1 | $1.64M | Sell |
21,664
-1,350
| -6% | -$105K | 1.13% | 28 |
|
|
2020
Q4 | $1.78M | Sell |
23,014
-650
| -3% | -$48.6K | 1.31% | 24 |
|
|
2020
Q3 | $1.64M | Hold |
23,664
| – | – | 1.35% | 26 |
|
|
2020
Q2 | $1.42M | Hold |
23,664
| – | – | 1.27% | 26 |
|
|
2020
Q1 | $1.42M | Sell |
23,664
-200
| -0.8% | -$12.6K | 1.43% | 26 |
|
|
2019
Q4 | $1.45M | Hold |
23,864
| – | – | 1.13% | 29 |
|
|
2019
Q3 | $1.39M | Buy |
23,864
+1,132
| +5% | +$61.3K | 1.13% | 30 |
|
|
2019
Q2 | $1.16M | Hold |
22,732
| – | – | 0.97% | 32 |
|
|
2019
Q1 | $1.1M | Hold |
22,732
| – | – | 0.95% | 33 |
|
|
2018
Q4 | $988K | Hold |
22,732
| – | – | 0.97% | 32 |
|
|
2018
Q3 | $952K | Buy |
22,732
+600
| +3% | +$25.5K | 0.79% | 43 |
|
|
2018
Q2 | $924K | Buy |
22,132
+1,332
| +6% | +$53.8K | 0.83% | 40 |
|
|
2018
Q1 | $849K | Hold |
20,800
| – | – | 0.79% | 43 |
|
|
2017
Q4 | $812K | Sell |
20,800
-400
| -2% | -$15.4K | 0.73% | 44 |
|
|
2017
Q3 | $777K | Hold |
21,200
| – | – | 0.73% | 46 |
|
|
2017
Q2 | $743K | Buy |
+21,200
| New | +$725K | 0.74% | 47 |
|
Other funds holding NEE
VCM
VPM
Beaton Management Company's NEE Position: Q1 2026 in Review
Beaton Management Company reduced its NextEra Energy (NEE) stake by 0.69% in Q1 2026, selling an estimated $12K and leaving 19,565 shares worth $1.82M. The position accounts for 0.81% of the portfolio, ranked #38.
Beaton Management Company first reported a position in NEE in Q2 2017 and has held it in 36 quarters since. The position peaked at $2M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Beaton Management Company held 19,565 shares of NextEra Energy worth $1.82M as of Q1 2026.
- Beaton Management Company sold 135 NextEra Energy shares in Q1 2026, an estimated $12K.
- NextEra Energy made up 0.81% of Beaton Management Company's portfolio in Q1 2026, its #38 holding.
- Beaton Management Company first reported a position in NextEra Energy in Q2 2017 and has held it in 36 quarters since.
- Beaton Management Company's NextEra Energy position peaked at $2M in Q4 2021.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.