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Sign InBelpointe Asset Management disclosed significant Q4 portfolio adjustments, highlighted by a 396.4% increase in its ServiceNow stake and a maintained $4.48 million position in NextEra Energy (NEE). Following this, Morgan Stanley reaffirmed its 'Overweight' rating on NEE, slightly adjusting the price target to $107.00. Analysts project NEE's Q1 revenue to grow 14% to $7.16 billion, even as EPS is expected to decline to $0.91. The company remains confident in its long-term outlook, reaffirming its 2026 adjusted EPS guidance of $3.92 to $4.02. Furthermore, NextEra is targeting a massive expansion of 15 to 30 gigawatts in clean energy capacity by 2035. These developments underscore a strategic focus on balancing high-growth tech holdings with stable, forward-looking utility and renewable energy investments.