Beaumont Financial 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 | $3.43M | Buy |
36,890
+1,725
| +5% | +$153K | 0.24% | 75 |
|
|
2025
Q4 | $2.82M | Buy |
35,165
+883
| +3% | +$73.1K | 0.19% | 77 |
|
|
2025
Q3 | $2.59M | Sell |
34,282
-552
| -2% | -$40.3K | 0.17% | 79 |
|
|
2025
Q2 | $2.42M | Buy |
34,834
+1,745
| +5% | +$121K | 0.18% | 80 |
|
|
2025
Q1 | $2.35M | Buy |
33,089
+6,230
| +23% | +$440K | 0.18% | 79 |
|
|
2024
Q4 | $1.93M | Sell |
26,859
-596
| -2% | -$46.3K | 0.14% | 95 |
|
|
2024
Q3 | $2.32M | Sell |
27,455
-2,822
| -9% | -$220K | 0.18% | 77 |
|
|
2024
Q2 | $2.14M | Sell |
30,277
-145,371
| -83% | -$10.3M | 0.17% | 85 |
|
|
2024
Q1 | $11.2M | Buy |
175,648
+34,041
| +24% | +$1.99M | 0.93% | 33 |
|
|
2023
Q4 | $8.6M | Buy |
141,607
+2,824
| +2% | +$161K | 0.78% | 38 |
|
|
2023
Q3 | $7.95M | Buy |
138,783
+83,367
| +150% | +$5.77M | 0.79% | 35 |
|
|
2023
Q2 | $6.12M | Sell |
55,416
-53,481
| -49% | -$4.05M | 0.56% | 45 |
|
|
2023
Q1 | $8.39M | Sell |
108,897
-2,381
| -2% | -$183K | 0.85% | 28 |
|
|
2022
Q4 | $9.3M | Buy |
111,278
+48,016
| +76% | +$3.88M | 0.93% | 28 |
|
|
2022
Q3 | $4.96M | Buy |
63,262
+1,412
| +2% | +$120K | 0.48% | 40 |
|
|
2022
Q2 | $4.79M | Buy |
61,850
+250
| +0.4% | +$19K | 0.43% | 48 |
|
|
2022
Q1 | $5.22M | Buy |
61,600
+7,280
| +13% | +$583K | 0.4% | 59 |
|
|
2021
Q4 | $5.07M | Buy |
54,320
+316
| +0.6% | +$27.3K | 0.37% | 54 |
|
|
2021
Q3 | $4.24M | Sell |
54,004
-597
| -1% | -$48.1K | 0.33% | 60 |
|
|
2021
Q2 | $4M | Buy |
54,601
+2,324
| +4% | +$174K | 0.31% | 59 |
|
|
2021
Q1 | $3.95M | Buy |
52,277
+984
| +2% | +$76.8K | 0.33% | 69 |
|
|
2020
Q4 | $3.96M | Sell |
51,293
-1,691
| -3% | -$126K | 0.35% | 72 |
|
|
2020
Q3 | $3.68M | Buy |
52,984
+38,084
| +256% | +$2.63M | 0.35% | 76 |
|
|
2020
Q2 | $895K | Buy |
14,900
+3,080
| +26% | +$184K | 0.09% | 145 |
|
|
2020
Q1 | $711K | Sell |
11,820
-4,204
| -26% | -$264K | 0.09% | 121 |
|
|
2019
Q4 | $970K | Buy |
16,024
+2,160
| +16% | +$126K | 0.1% | 133 |
|
|
2019
Q3 | $808K | Buy |
13,864
+88
| +0.6% | +$4.76K | 0.08% | 140 |
|
|
2019
Q2 | $706K | Buy |
13,776
+624
| +5% | +$30.7K | 0.07% | 135 |
|
|
2019
Q1 | $636K | Hold |
13,152
| – | – | 0.07% | 140 |
|
|
2018
Q4 | $572K | Sell |
13,152
-156
| -1% | -$6.82K | 0.09% | 117 |
|
|
2018
Q3 | $558K | Sell |
13,308
-1,316
| -9% | -$56K | 0.06% | 141 |
|
|
2018
Q2 | $611K | Buy |
14,624
+2,736
| +23% | +$110K | 0.06% | 119 |
|
|
2018
Q1 | $485K | Buy |
+11,888
| New | +$458K | 0.05% | 142 |
|
|
2017
Q2 | – | Sell |
-6,796
| Closed | -$218K | – | 186 |
|
|
2017
Q1 | $218K | Buy |
+6,796
| New | +$214K | 0.03% | 173 |
|
Other funds holding NEE
VCM
VPM
Beaumont Financial Advisors's NEE Position: Q1 2026 in Review
Beaumont Financial Advisors increased its NextEra Energy (NEE) stake by 4.9% in Q1 2026, buying an estimated $153K and bringing the position to 36,890 shares worth $3.43M. The position accounts for 0.24% of the portfolio, ranked #75.
Beaumont Financial Advisors first reported a position in NEE in Q1 2017 and has held it in 34 quarters since. The position peaked at $11.2M in Q1 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Beaumont Financial Advisors held 36,890 shares of NextEra Energy worth $3.43M as of Q1 2026.
- Beaumont Financial Advisors bought 1,725 NextEra Energy shares in Q1 2026, an estimated $153K.
- NextEra Energy made up 0.24% of Beaumont Financial Advisors's portfolio in Q1 2026, its #75 holding.
- Beaumont Financial Advisors first reported a position in NextEra Energy in Q1 2017 and has held it in 34 quarters since.
- Beaumont Financial Advisors's NextEra Energy position peaked at $11.2M in Q1 2024.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.