Belpointe Asset Management LLC

Position in NEE — Nextera Energy Inc

CIK 1721242 RENO, NV

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$6,583,891

-$879,852 QoQ

Shares Held

75,013

-6.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#711

of 2,997 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 26% None 0%

Utilities · as of Jun 30, 2026

Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. NEE ranks #1 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	75,013	$6,583,891
2	WEC	Wec Energy Group, Inc.	40,721	$4,754,991
3	D	Dominion Energy, Inc	22,308	$1,523,413
4	DUK	Duke Energy CORP	10,570	$1,337,950
5	SO	Southern Co	10,930	$1,046,110
6	ED	Consolidated Edison Inc	8,268	$914,688
7	ES	Eversource Energy	12,165	$879,164
8	ETR	Entergy Corp /De/	4,897	$562,469

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,583,891	75,013	-6.7%	Shares	Other	2026-07-31
2026-03-31	$7,463,743	80,359	+44.1%	Shares	Other	2026-04-28
2025-12-31	$4,476,894	55,766	+35.2%	Shares	Other	2026-01-27
2025-09-30	$3,113,736	41,247	+3.8%	Shares	Sole	2025-11-03
2025-06-30	$2,757,501	39,722	-30.0%	Shares	Sole	2025-07-22
2025-03-31	$4,022,653	56,745	-4.1%	Shares	Other	2025-05-20
2024-12-31	$4,240,535	59,151	+12.7%	Shares	Other	2025-02-13
2024-09-30	$4,437,148	52,492	-3.9%	Shares	Other	2024-11-13
2024-06-30	$3,866,580	54,605	-1.4%	Shares	Other	2024-08-02
2024-03-31	$3,538,249	55,363	+37.1%	Shares	Other	2024-05-08
2023-12-31	$2,452,802	40,382	-7.6%	Shares	Other	2024-02-13
2023-09-30	$2,503,114	43,692	-1.3%	Shares	Other	2023-11-15
2023-06-30	$3,284,388	44,264	-30.1%	Shares	Sole	2023-08-15
2023-03-31	$4,881,322	63,328	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$5,175,592	61,909	-19.2%	Shares	Sole	2023-02-08
2022-09-30	$6,010,910	76,660	+35.2%	Shares	Sole	2022-11-14
2022-06-30	$4,390,897	56,686	-3.9%	Shares	Sole	2022-08-02
2022-03-31	$4,996,195	58,980	+10.4%	Shares	Sole	2022-04-28
2021-12-31	$4,987,477	53,422	+3.0%	Shares	Sole	2022-02-15
2021-09-30	$4,070,869	51,845	+6.3%	Shares	Sole	2021-11-15
2021-06-30	$3,572,986	48,758	+20.3%	Shares	Sole	2021-08-09
2021-03-31	$3,064,170	40,526	+6.2%	Shares	Sole	2021-05-14
2020-12-31	$2,944,429	38,165	+302.6%	Shares	Sole	2021-02-16
2020-09-30	$2,630,991	9,479	+1.7%	Shares	Sole	2020-11-13
2020-06-30	$2,238,624	9,321	+0.9%	Shares	Sole	2020-07-20
2020-03-31	$2,223,088	9,239	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.