Belpointe Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.46M | Buy |
80,359
+24,593
| +44% | +$2.19M | 0.27% | 62 |
|
|
2025
Q4 | $4.48M | Buy |
55,766
+14,519
| +35% | +$1.2M | 0.16% | 99 |
|
|
2025
Q3 | $3.11M | Buy |
41,247
+1,525
| +4% | +$111K | 0.12% | 146 |
|
|
2025
Q2 | $2.76M | Sell |
39,722
-17,023
| -30% | -$1.18M | 0.11% | 155 |
|
|
2025
Q1 | $4.02M | Sell |
56,745
-2,406
| -4% | -$170K | 0.21% | 90 |
|
|
2024
Q4 | $4.76M | Buy |
59,151
+6,659
| +13% | +$517K | 0.29% | 64 |
|
|
2024
Q3 | $4.44M | Sell |
52,492
-2,113
| -4% | -$165K | 0.27% | 73 |
|
|
2024
Q2 | $3.87M | Sell |
54,605
-758
| -1% | -$53.8K | 0.27% | 67 |
|
|
2024
Q1 | $3.54M | Buy |
55,363
+14,981
| +37% | +$878K | 0.27% | 73 |
|
|
2023
Q4 | $2.45M | Sell |
40,382
-3,310
| -8% | -$189K | 0.22% | 88 |
|
|
2023
Q3 | $2.5M | Sell |
43,692
-572
| -1% | -$39.6K | 0.26% | 71 |
|
|
2023
Q2 | $3.28M | Sell |
44,264
-19,064
| -30% | -$1.44M | 0.35% | 56 |
|
|
2023
Q1 | $4.86M | Buy |
63,328
+1,419
| +2% | +$109K | 0.26% | 61 |
|
|
2022
Q4 | $5.18M | Sell |
61,909
-14,751
| -19% | -$1.19M | 0.31% | 57 |
|
|
2022
Q3 | $6.01M | Buy |
76,660
+19,974
| +35% | +$1.69M | 0.41% | 41 |
|
|
2022
Q2 | $4.39M | Sell |
56,686
-2,294
| -4% | -$175K | 0.29% | 63 |
|
|
2022
Q1 | $5M | Buy |
58,980
+5,558
| +10% | +$445K | 0.3% | 56 |
|
|
2021
Q4 | $4.99M | Buy |
53,422
+1,577
| +3% | +$136K | 0.31% | 61 |
|
|
2021
Q3 | $4.07M | Buy |
51,845
+3,087
| +6% | +$249K | 0.28% | 70 |
|
|
2021
Q2 | $3.57M | Buy |
48,758
+8,232
| +20% | +$618K | 0.26% | 75 |
|
|
2021
Q1 | $3.06M | Buy |
40,526
+2,361
| +6% | +$184K | 0.26% | 70 |
|
|
2020
Q4 | $2.94M | Buy |
38,165
+249
| +0.7% | +$18.6K | 0.26% | 80 |
|
|
2020
Q3 | $2.63M | Buy |
37,916
+632
| +2% | +$43.6K | 0.29% | 76 |
|
|
2020
Q2 | $2.24M | Buy |
37,284
+328
| +0.9% | +$19.6K | 0.29% | 71 |
|
|
2020
Q1 | $2.22M | Buy |
36,956
+4,760
| +15% | +$299K | 0.39% | 55 |
|
|
2019
Q4 | $1.95M | Buy |
32,196
+22,844
| +244% | +$1.33M | 0.25% | 99 |
|
|
2019
Q3 | $545K | Buy |
9,352
+3,120
| +50% | +$169K | 0.09% | 255 |
|
|
2019
Q2 | $319K | Sell |
6,232
-12,896
| -67% | -$635K | 0.06% | 321 |
|
|
2019
Q1 | $924K | Buy |
19,128
+16,740
| +701% | +$765K | 0.18% | 95 |
|
|
2018
Q4 | $104K | Sell |
2,388
-3,184
| -57% | -$139K | 0.03% | 485 |
|
|
2018
Q3 | $233K | Buy |
+5,572
| New | +$237K | 0.04% | 417 |
|
|
2018
Q1 | – | Sell |
-8,156
| Closed | -$318K | – | 435 |
|
|
2017
Q4 | $318K | Buy |
8,156
+348
| +4% | +$13.4K | 0.07% | 326 |
|
|
2017
Q3 | $286K | Buy |
+7,808
| New | +$286K | 0.07% | 325 |
|
Other funds holding NEE
VCM
VPM
Belpointe Asset Management's NEE Position: Q1 2026 in Review
Belpointe Asset Management increased its NextEra Energy (NEE) stake by 44% in Q1 2026, buying an estimated $2.19M and bringing the position to 80,359 shares worth $7.46M. The position accounts for 0.27% of the portfolio, ranked #62.
Belpointe Asset Management first reported a position in NEE in Q3 2017 and has held it in 33 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Belpointe Asset Management held 80,359 shares of NextEra Energy worth $7.46M as of Q1 2026.
- Belpointe Asset Management bought 24,593 NextEra Energy shares in Q1 2026, an estimated $2.19M.
- NextEra Energy made up 0.27% of Belpointe Asset Management's portfolio in Q1 2026, its #62 holding.
- Belpointe Asset Management first reported a position in NextEra Energy in Q3 2017 and has held it in 33 quarters since.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.