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Nextera Energy shares owned by Beacon Financial

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Nextera Energy

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All positions including Nextera Energy held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Beacon Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 11k 92.88

More positions owned by Beacon Financial

Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)
Berkshire Hathaway Class B Cl B New (BRK.B)
State Street Spdr Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD (TFLO)
Ishares U.s. Equity Factor Rotation Active Etf Ishares Us Equit (DYNF)
First Trust Value Line Dividend Index Fund SHS (FVD)
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)
Vanguard Ftse Emerging Markets Index Fund Etf Shares Ftse Emr Mkt Etf (VWO)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)

View all positions for Beacon Financial

Top funds holding Nextera Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Franklin Resources
Capital Research Global Investors
FMR
Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Northern Trust

View all funds holding Nextera Energy