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Nextera Energy shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 176k 63.91
2023-12-31 $8.6M 142k 60.74
2023-09-30 $8.0M 139k 57.29
2023-06-30 $6.1M 55k 110.37
2023-03-31 $8.4M 109k 77.08
2022-12-31 $9.3M 111k 83.60

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Top funds holding Nextera Energy

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Wells Fargo & Company
FMR
T. Rowe Price Associates
Franklin Resources
Northern Trust
Legal & General Group
Royal Bank of Canada
Nuveen Asset Management
Wellington Management Company

View all funds holding Nextera Energy