NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership80,359 shares
Latest Disclosed Value $ 7,463,819
Belpointe Asset Management LLC reports 44.10% increase in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 80,359 shares of NextEra Energy, Inc. (MX:NEE) valued at $7,463,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 55,766 shares of NextEra Energy, Inc.. This represents a change in shares of 44.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F NEXTERA ENERGY COM 65339F101 80,359 24,593 44.10 7,464 66.73 0.2725
2026-01-27 2025-12-31 13F NEXTERA ENERGY COM 65339F101 55,766 14,519 35.20 4,477 43.78 0.1617
2025-11-03 2025-09-30 13F NextEra Energy, Inc. COM 65339F101 41,247 1,525 3.84 3,114 12.91 0.1189
2025-07-22 2025-06-30 13F NextEra Energy, Inc. COM 65339F101 39,722 -17,023 -30.00 2,758 -31.45 0.1149
2025-05-20 2025-03-31 13F NEXTERA ENERGY COM 65339F101 56,745 -2,406 -4.07 4,023 -15.54 0.2093
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 59,151 6,659 12.69 4,762 7.32 0.2869
2024-11-13 2024-09-30 13F NEE COM 65339F101 52,492 -2,113 -3.87 4,437 14.77 0.2661
2024-08-02 2024-06-30 13F NEXTERA ENERGY COM 65339F101 54,605 -758 -1.37 3,867 9.27 0.2697
2024-05-08 2024-03-31 13F NEXTERA ENERGY COM 65339F101 55,363 14,981 37.10 3,538 44.29 0.2650
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 40,382 -3,310 -7.58 2,453 -2.04 0.2154
2023-11-15 2023-09-30 13F NEXTERA ENERGY COM 65339F101 43,692 -572 -1.29 2,503 -23.78 0.2592
2023-08-15 2023-06-30 13F NEXTERA ENERGY COM 65339F101 44,264 -19,064 -30.10 3,284 -32.41 0.3474
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 63,328 1,419 2.29 4,860 -6.11 0.2625
2023-02-08 2022-12-31 13F NEXTERA ENERGY COM 65339F101 61,909 -14,751 -19.24 5,176 -13.91 0.3127
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 76,660 19,974 35.24 6,011 36.92 0.4063
2022-08-02 2022-06-30 13F NEXTERA ENERGY COM 65339F101 56,686 -2,294 -3.89 4,390 -12.13 0.2943
2022-04-28 2022-03-31 13F NEXTERA ENERGY COM 65339F101 58,980 5,558 10.40 4,996 0.18 0.3028
2022-02-15 2021-12-31 13F NEXTERA ENERGY COM 65339F101 53,422 1,577 3.04 4,987 22.50 0.3108
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 51,845 3,087 6.33 4,071 13.94 0.2776
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 48,758 8,232 20.31 3,573 16.88 0.2571
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 40,526 2,361 6.19 3,057 3.80 0.2617
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 38,165 28,686 302.63 2,945 11.89 0.2643
2020-11-13 2020-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 9,479 158 1.70 2,632 17.61 0.2929
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 9,239 2,224
2020-07-20 2020-06-30 13F NEXTERA ENERGY COM 65339F101 9,321 82 0.89 2,238 0.63 0.2898
2020-07-20 2020-03-31 13F NEXTERA ENERGY COM 65339F101 9,239 1,190 14.78 2,224 14.05 0.3895
2020-02-18 2019-12-31 13F NEXTERA ENERGY COM 65339F101 8,049 5,711 244.27 1,950 257.80 0.2475
2020-01-16 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,338 780 50.06 545 70.85 0.0882
2019-11-22 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,558 -3,224 -67.42 319 -65.48 0.0627
2019-06-11 2019-03-31 13F NEXTERA ENERGY COM 65339F101 4,782 4,185 701.01 924 788.46 0.1805
2019-03-06 2018-12-31 13F NEXTERA ENERGY COM 65339F101 597 -796 -57.14 104 -55.36 0.0264
2018-11-23 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,393 1,393 233 0.0368
2018-08-06 2018-03-31 13F NEXTERA ENERGY COM 65339F101 0 -2,039 -100.00 0 -100.00
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,039 87 4.46 318 11.19 0.0697
2017-11-16 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,952 1,952 286 0.0669
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.