BAM
Belpointe Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$171K | 0.21% | 90 |
|
|
2024
Q4 | $4.76M | Buy |
59,151
+6,659
| +13% | +$536K | 0.29% | 64 |
|
|
2024
Q3 | $4.44M | Sell |
52,492
-2,113
| -4% | -$179K | 0.27% | 73 |
|
|
2024
Q2 | $3.87M | Sell |
54,605
-758
| -1% | -$53.7K | 0.27% | 67 |
|
|
2024
Q1 | $3.54M | Buy |
55,363
+14,981
| +37% | +$957K | 0.27% | 73 |
|
|
2023
Q4 | $2.45M | Sell |
40,382
-3,310
| -8% | -$201K | 0.22% | 88 |
|
|
2023
Q3 | $2.5M | Sell |
43,692
-572
| -1% | -$32.8K | 0.26% | 71 |
|
|
2023
Q2 | $3.28M | Sell |
44,264
-19,064
| -30% | -$1.41M | 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% | -$1.23M | 0.31% | 57 |
|
|
2022
Q3 | $6.01M | Buy |
76,660
+19,974
| +35% | +$1.57M | 0.41% | 41 |
|
|
2022
Q2 | $4.39M | Sell |
56,686
-2,294
| -4% | -$178K | 0.29% | 63 |
|
|
2022
Q1 | $5M | Buy |
58,980
+5,558
| +10% | +$471K | 0.3% | 56 |
|
|
2021
Q4 | $4.99M | Buy |
53,422
+1,577
| +3% | +$147K | 0.31% | 61 |
|
|
2021
Q3 | $4.07M | Buy |
51,845
+3,087
| +6% | +$242K | 0.28% | 70 |
|
|
2021
Q2 | $3.57M | Buy |
48,758
+8,232
| +20% | +$603K | 0.26% | 75 |
|
|
2021
Q1 | $3.06M | Buy |
40,526
+2,361
| +6% | +$178K | 0.26% | 70 |
|
|
2020
Q4 | $2.95M | Buy |
38,165
+28,686
| +303% | +$2.21M | 0.26% | 80 |
|
|
2020
Q3 | $2.63M | Buy |
9,479
+158
| +2% | +$43.9K | 0.29% | 76 |
|
|
2020
Q2 | $2.24M | Buy |
9,321
+82
| +0.9% | +$19.7K | 0.29% | 71 |
|
|
2020
Q1 | $2.22M | Buy |
9,239
+1,190
| +15% | +$286K | 0.39% | 55 |
|
|
2019
Q4 | $1.95M | Buy |
8,049
+5,711
| +244% | +$1.38M | 0.25% | 99 |
|
|
2019
Q3 | $545K | Buy |
2,338
+780
| +50% | +$182K | 0.09% | 251 |
|
|
2019
Q2 | $319K | Sell |
1,558
-3,224
| -67% | -$660K | 0.06% | 321 |
|
|
2019
Q1 | $924K | Buy |
4,782
+4,185
| +701% | +$809K | 0.18% | 95 |
|
|
2018
Q4 | $104K | Sell |
597
-796
| -57% | -$139K | 0.03% | 485 |
|
|
2018
Q3 | $233K | Buy |
+1,393
| New | +$233K | 0.04% | 417 |
|
|
2018
Q1 | – | Sell |
-2,039
| Closed | -$318K | – | 435 |
|
|
2017
Q4 | $318K | Buy |
2,039
+87
| +4% | +$13.6K | 0.07% | 326 |
|
|
2017
Q3 | $286K | Buy |
+1,952
| New | +$286K | 0.07% | 325 |
|