Beacon Financial Advisory LLC

Position in NEE — Nextera Energy Inc

CIK 1800502 Cleveland, OH

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$205,732

-$16,158 QoQ

Shares Held

2,344

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,715

of 3,000 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $3,167,869 across 4 Utilities - Regulated Electric names. NEE ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	28,722	$1,365,443
2	AEP	American Electric Power Co Inc	9,962	$1,362,901
3	DUK	Duke Energy CORP	1,847	$233,793
4	NEE	Nextera Energy Inc This page	2,344	$205,732

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,732	2,344	-1.9%	Shares	Sole	2026-08-05
2026-03-31	$221,890	2,389	-4.4%	Shares	Sole	2026-04-27
2022-03-31	$211,775	2,500	-2.1%	Shares	Sole	2022-04-27
2021-12-31	$238,348	2,553	-7.4%	Shares	Sole	2022-01-21
2021-03-31	$208,456	2,757	-4.3%	Shares	Sole	2021-04-20
2020-12-31	$222,192	2,880	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.