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Beech Hill Advisors’s NextEra Energy NEE Stock Holding History

Beech Hill 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 		$3.92M Buy
42,160
+1,866
+5% +$166K 1.96% 13
2025
Q4 		$3.23M Sell
40,294
-2,210
-5% -$183K 1.55% 24
2025
Q3 		$3.21M Sell
42,504
-1,263
-3% -$92.3K 1.5% 27
2025
Q2 		$3.04M Sell
43,767
-16,794
-28% -$1.17M 1.37% 28
2025
Q1 		$4.29M Sell
60,561
-1,174
-2% -$82.9K 1.71% 18
2024
Q4 		$4.43M Buy
61,735
+2,976
+5% +$231K 1.66% 22
2024
Q3 		$4.97M Sell
58,759
-1,108
-2% -$86.5K 1.88% 15
2024
Q2 		$4.24M Sell
59,867
-77
-0.1% -$5.46K 1.75% 17
2024
Q1 		$3.83M Buy
59,944
+37,729
+170% +$2.21M 1.59% 23
2023
Q4 		$1.35M Sell
22,215
-4,552
-17% -$259K 0.65% 49
2023
Q3 		$1.53M Buy
+26,767
New +$1.85M 0.77% 50
2014
Q2 		– Sell
-19,100
Closed -$457K – 150
2014
Q1 		$457K Sell
19,100
-1,516
-7% -$34.3K 0.21% 90
2013
Q4 		$441K Sell
20,616
-3,600
-15% -$75.9K 0.22% 85
2013
Q3 		$485K Hold
24,216
– – 0.26% 74
2013
Q2 		$493K Buy
+24,216
New +$480K 0.28% 71

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beech Hill Advisors's NEE Position: Q1 2026 in Review

Beech Hill Advisors increased its NextEra Energy (NEE) stake by 4.6% in Q1 2026, buying an estimated $166K and bringing the position to 42,160 shares worth $3.92M. The position accounts for 1.96% of the portfolio, ranked #13.

Beech Hill Advisors first reported a position in NEE in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.97M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Beech Hill Advisors held 42,160 shares of NextEra Energy worth $3.92M as of Q1 2026.
  • Beech Hill Advisors bought 1,866 NextEra Energy shares in Q1 2026, an estimated $166K.
  • NextEra Energy made up 1.96% of Beech Hill Advisors's portfolio in Q1 2026, its #13 holding.
  • Beech Hill Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 15 quarters since.
  • Beech Hill Advisors's NextEra Energy position peaked at $4.97M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.