Beaumont Financial Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1957394 NEEDHAM, MA

Position in NEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,997,133

+$570,790 QoQ

Shares Held

45,541

+23.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#879

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $13,672,768 across 6 Utilities - Regulated Electric names. NEE ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	58,993	$8,070,832
2	NEE	Nextera Energy Inc This page	45,541	$3,997,133
3	SO	Southern Co	8,647	$827,604
4	ES	Eversource Energy	4,256	$307,581
5	DUK	Duke Energy CORP	2,043	$258,602
6	PEG	Public Service Enterprise Group Inc	2,600	$211,016

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,997,133	45,541	+23.5%	Shares	Sole	2026-08-04
2026-03-31	$3,426,343	36,890	+4.9%	Shares	Sole	2026-05-05
2025-12-31	$2,823,046	35,165	+2.6%	Shares	Sole	2026-01-16
2025-09-30	$2,587,948	34,282	-1.6%	Shares	Sole	2025-10-23
2025-06-30	$2,418,176	34,834	+5.3%	Shares	Sole	2025-07-16
2025-03-31	$2,345,679	33,089	+23.2%	Shares	Sole	2025-05-12
2024-12-31	$1,925,521	26,859	-2.2%	Shares	Sole	2025-01-17
2024-09-30	$2,320,771	27,455	-9.3%	Shares	Sole	2024-10-09
2024-06-30	$2,143,914	30,277	-82.8%	Shares	Sole	2024-07-24
2024-03-31	$11,225,663	175,648	+24.0%	Shares	Sole	2024-05-10
2023-12-31	$8,601,209	141,607	+2.0%	Shares	Sole	2024-01-31
2023-09-30	$7,950,878	138,783	+150.4%	Shares	Sole	2023-11-01
2023-06-30	$4,111,867	55,416	-49.1%	Shares	Sole	2023-08-02
2023-03-31	$8,393,780	108,897	-2.1%	Shares	Sole	2023-05-08
2022-12-31	$9,302,840	111,278	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.