Beacon Bank & Trust

Bank

Position in NEE — Nextera Energy Inc

CIK 1831984 Boston, MA

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,143,007

-$410,341 QoQ

Shares Held

47,203

-3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#864

of 3,000 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beacon Bank & Trust holds $6,628,842 across 5 Utilities - Regulated Electric names. NEE ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	47,203	$4,143,007
2	D	Dominion Energy, Inc	20,860	$1,424,528
3	SO	Southern Co	4,804	$459,790
4	PEG	Public Service Enterprise Group Inc	4,733	$384,129
5	ES	Eversource Energy	3,008	$217,388

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,143,007	47,203	-3.7%	Shares	Sole	2026-08-03
2026-03-31	$4,553,348	49,024	+8.9%	Shares	Sole	2026-04-28
2025-12-31	$3,614,205	45,020	-8.3%	Shares	Sole	2026-02-17
2025-09-30	$3,705,048	49,080	-3.0%	Shares	Sole	2025-10-24
2025-06-30	$3,512,165	50,593	+1.8%	Shares	Sole	2025-07-09
2025-03-31	$3,522,736	49,693	+8.4%	Shares	Sole	2025-04-17
2024-12-31	$3,287,775	45,861	-1.3%	Shares	Sole	2025-01-22
2024-09-30	$3,928,531	46,475	+2.9%	Shares	Sole	2024-10-18
2024-06-30	$3,198,346	45,168	-6.2%	Shares	Sole	2024-07-12
2024-03-31	$3,077,841	48,159	+3.8%	Shares	Sole	2024-04-24
2023-12-31	$2,817,303	46,383	+0.1%	Shares	Sole	2024-01-22
2023-09-30	$2,655,276	46,348	+1.8%	Shares	Sole	2023-11-01
2023-06-30	$3,378,474	45,532	+1.0%	Shares	Sole	2023-07-12
2023-03-31	$3,474,534	45,077	-2.1%	Shares	Sole	2023-04-11
2022-12-31	$3,849,863	46,051	-6.0%	Shares	Sole	2023-02-02
2022-09-30	$3,842,324	49,003	+0.2%	Shares	Sole	2022-11-07
2022-06-30	$3,788,723	48,912	+5.2%	Shares	Sole	2022-07-15
2022-03-31	$3,940,116	46,513	+1.9%	Shares	Sole	2022-04-21
2021-12-31	$4,262,349	45,655	+4.6%	Shares	Sole	2022-01-28
2021-09-30	$3,428,732	43,667	-1.9%	Shares	Sole	2021-10-14
2021-06-30	$3,261,838	44,512	-1.6%	Shares	Sole	2021-07-26
2021-03-31	$3,419,462	45,225	-2.5%	Shares	Sole	2021-04-19
2020-12-31	$3,580,068	46,404	+311.8%	Shares	Sole	2021-01-27
2020-09-30	$3,127,545	11,268	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.