Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,574,242
+$518,104 QoQ
Shares Held
17,936
+57.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,350
of 2,988 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $6,607,637 across 3 Utilities - Regulated Electric names. NEE ranks #2 (23.8% of the industry book) .
All Filings in NEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,574,242 | 17,936 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,056,138 | 11,371 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||