BAM
NEE.PRQ

Belpointe Asset Management’s NextEra Energy, Inc. 6.219% Corporate Units NEE.PRQ Stock Holding History

Belpointe Asset Management’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,756
Closed -$141K – 1285
2021
Q3 		$141K Buy
+2,756
New +$145K 0.01% 1004

Other funds holding NEE.PRQ

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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Belpointe Asset Management's NEE.PRQ Position: Q4 2021 in Review

Belpointe Asset Management sold out of NextEra Energy, Inc. 6.219% Corporate Units (NEE.PRQ) in Q4 2021, closing a stake of 2,756 shares — an estimated $141K sold.

Belpointe Asset Management first reported a position in NEE.PRQ in Q3 2021 and held it in 1 quarter. The position peaked at $141K in Q3 2021. 62 funds tracked by Wall St. Rank hold NEE.PRQ as of Q4 2021.

  • Belpointe Asset Management reported no remaining NextEra Energy, Inc. 6.219% Corporate Units position as of Q4 2021 after selling out during the quarter.
  • Belpointe Asset Management sold 2,756 NextEra Energy, Inc. 6.219% Corporate Units shares in Q4 2021, an estimated $141K.
  • Belpointe Asset Management first reported a position in NextEra Energy, Inc. 6.219% Corporate Units in Q3 2021 and held it in 1 quarter.
  • Belpointe Asset Management's NextEra Energy, Inc. 6.219% Corporate Units position peaked at $141K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held NextEra Energy, Inc. 6.219% Corporate Units as of Q4 2021.

Based on Belpointe Asset Management's 13F filing for Q4 2021, filed 15 Feb 2022.