Skip to content
Disclosery

Beaumont Financial Advisors, LLC: NEE position timeline

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

Beaumont Financial Advisors, LLC held 45,541 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,541 shares
    Change vs previous 13F +8,651 shares

    0.25% of the 13F portfolio, value $3,997,118.

    13F-HR 0001957394-26-000006 filed by Beaumont Financial 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 36,890 shares
    Change vs previous 13F +1,725 shares

    0.24% of the 13F portfolio, value $3,426,383.

    13F-HR 0001957394-26-000004 filed by Beaumont Financial 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 35,165 shares
    Change vs previous 13F +883 shares

    0.19% of the 13F portfolio, value $2,823,008.

    13F-HR 0001957394-26-000002 filed by Beaumont Financial 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 34,282 shares
    Change vs previous 13F -552 shares

    0.17% of the 13F portfolio, value $2,587,914.

    13F-HR 0001957394-25-000014 filed by Beaumont Financial 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 34,834 shares
    Change vs previous 13F +1,745 shares

    0.17% of the 13F portfolio, value $2,418,160.

    13F-HR 0001957394-25-000009 filed by Beaumont Financial 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 33,089 shares
    Change vs previous 13F +6,230 shares

    0.18% of the 13F portfolio, value $2,345,650.

    13F-HR 0001957394-25-000006 filed by Beaumont Financial 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 26,859 shares
    Change vs previous 13F -596 shares

    0.14% of the 13F portfolio, value $1,925,489.

    13F-HR 0001957394-25-000003 filed by Beaumont Financial 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 27,455 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,320,741.

    13F-HR 0001957394-24-000012 filed by Beaumont Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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