Belpointe Asset Management LLC

SEC CIK: 0001721242
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Belpointe Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 75,013
Value: $6.58M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Belpointe Asset Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75,013	$6.58M	0.2%	−5,346−6.7%	Reduced	Holders
Q1 2026	80,359	$7.46M	0.3%	+24,593+44.1%	Added	Holders
Q4 2025	55,766	$4.48M	0.2%	+14,519+35.2%	Added	Holders
Q3 2025	41,247	$3.11M	0.1%	+1,525+3.8%	Added	Holders
Q2 2025	39,722	$2.76M	0.1%	−17,023−30.0%	Reduced	Holders
Q1 2025	56,745	$4.02M	0.2%	−2,406−4.1%	Reduced	Holders
Q4 2024	59,151	$4.76M	0.3%	+6,659+12.7%	Added	Holders
Q3 2024	52,492	$4.44M	0.3%	−2,113−3.9%	Reduced	Holders
Q2 2024	54,605	$3.87M	0.3%	−758−1.4%	Reduced	Holders
Q1 2024	55,363	$3.54M	0.3%	+14,981+37.1%	Added	Holders
Q4 2023	40,382	$2.45M	0.2%	−3,310−7.6%	Reduced	Holders
Q3 2023	43,692	$2.50M	0.3%	−572−1.3%	Reduced	Holders
Q2 2023	44,264	$3.28M	0.3%	−19,064−30.1%	Reduced	Holders
Q1 2023	63,328	$4.86M	0.3%	+1,419+2.3%	Added	Holders
Q4 2022	61,909	$5.18M	0.3%	−14,751−19.2%	Reduced	Holders
Q3 2022	76,660	$6.01M	0.4%	+19,974+35.2%	Added	Holders
Q2 2022	56,686	$4.39M	0.3%	−2,294−3.9%	Reduced	Holders
Q1 2022	58,980	$5.00M	0.3%	+5,558+10.4%	Added	Holders
Q4 2021	53,422	$4.99M	0.3%	+1,577+3.0%	Added	Holders
Q3 2021	51,845	$4.07M	0.3%	+3,087+6.3%	Added	Holders
Q2 2021	48,758	$3.57M	0.3%	+8,232+20.3%	Added	Holders
Q1 2021	40,526	$3.06M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.