BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in NEE — Nextera Energy Inc
CIK 1654599
MORRISTOWN, NJ
Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,236,279
-$49,608 QoQ
Shares Held
139,413
+5.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#509
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. NEE ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
139,413 | $12,236,279 | |
| 2 | DUK |
Duke Energy CORP
|
60,170 | $7,616,318 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
65,932 | $7,054,724 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
28,137 | $2,283,598 | |
| 5 | SO |
Southern Co
|
1,725 | $165,099 | |
| 6 | ED |
Consolidated Edison Inc
|
1,285 | $142,159 | |
| 7 | XEL |
Xcel Energy Inc
|
1,736 | $139,400 | |
| 8 | AEP |
American Electric Power Co Inc
|
825 | $112,868 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,236,279 | 139,413 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $12,285,887 | 132,277 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,025,125 | 124,877 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,797,076 | 116,533 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $7,823,634 | 112,700 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,109,061 | 100,283 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,809,474 | 94,985 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,934,408 | 93,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,161,418 | 115,258 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,241,386 | 113,306 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,916,099 | 113,864 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,328,552 | 40,645 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,056,669 | 41,195 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,218,860 | 41,760 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,499,496 | 41,860 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,393,898 | 43,284 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,338,061 | 43,094 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,800,683 | 44,867 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,364,766 | 46,752 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,665,941 | 46,688 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,435,219 | 46,878 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,689,011 | 48,790 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $3,977,082 | 51,550 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,720,969 | 13,406 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,489,670 | 14,530 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $3,826,820 | 15,904 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||