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Disclosery

Beacon Bank & Trust: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Bank & Trust on NEE, newest first. How the timeline and the estimate are built.

Beacon Bank & Trust held 47,203 NEE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 47,203 shares
    Change vs previous 13F -1,821 shares

    0.79% of the 13F portfolio, value $4,143,007.

    13F-HR/A 0001628280-26-051960 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,024 shares
    Change vs previous 13F +4,004 shares

    0.93% of the 13F portfolio, value $4,553,348.

    13F-HR 0001628280-26-027894 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,020 shares
    Change vs previous 13F -4,060 shares

    0.73% of the 13F portfolio, value $3,614,205.

    13F-HR 0001628280-26-008357 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,080 shares
    Change vs previous 13F -1,513 shares

    0.8% of the 13F portfolio, value $3,705,048.

    13F-HR 0001104659-25-102068 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,593 shares
    Change vs previous 13F +900 shares

    0.8% of the 13F portfolio, value $3,512,165.

    13F-HR 0001104659-25-066678 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,693 shares
    Change vs previous 13F +3,832 shares

    0.86% of the 13F portfolio, value $3,522,736.

    13F-HR 0001104659-25-036078 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,861 shares
    Change vs previous 13F -614 shares

    0.76% of the 13F portfolio, value $3,287,775.

    13F-HR 0001104659-25-005173 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,475 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,928,531.

    13F-HR 0001104659-24-109736 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).