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Belleair Asset Management’s NextEra Energy NEE Stock Holding History

Belleair Asset Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Hold
3,994
– – 0.3% 59
2026
Q1 		$371K Hold
3,994
– – 0.34% 57
2025
Q4 		$321K Buy
+3,994
New +$331K 0.31% 61

Other funds holding NEE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Belleair Asset Management's NEE Position: Q2 2026 in Review

Belleair Asset Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,994 shares worth $351K. The position accounts for 0.3% of the portfolio, ranked #59.

Belleair Asset Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q1 2026. 1,848 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Belleair Asset Management held 3,994 shares of NextEra Energy worth $351K as of Q2 2026.
  • Belleair Asset Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.3% of Belleair Asset Management's portfolio in Q2 2026, its #59 holding.
  • Belleair Asset Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's NextEra Energy position peaked at $371K in Q1 2026.
  • 1,848 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.