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Beacon Pointe Advisors, LLC: NEE position timeline

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

Beacon Pointe Advisors, LLC held 201,628 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,628 shares
    Change vs previous 13F +6,325 shares

    0.08% of the 13F portfolio, value $17,696,927.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 195,303 shares
    Change vs previous 13F +30,074 shares

    0.1% of the 13F portfolio, value $18,139,713.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 165,229 shares
    Change vs previous 13F +1,281 shares

    0.09% of the 13F portfolio, value $13,264,590.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    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 163,948 shares
    Change vs previous 13F +31,221 shares

    0.11% of the 13F portfolio, value $12,376,466.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    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 132,727 shares
    Change vs previous 13F -10,190 shares

    0.1% of the 13F portfolio, value $9,213,941.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    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 142,917 shares
    Change vs previous 13F +6,147 shares

    0.11% of the 13F portfolio, value $10,131,377.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 136,770 shares
    Change vs previous 13F -9,281 shares

    0.11% of the 13F portfolio, value $9,805,057.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    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 146,051 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,345,662.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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