Blue Square Asset Management’s NextEra Energy NEE Stock Holding History

Blue Square Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-17,584	Closed	-$1.33M	–	86
2021 Q1	$1.33M	Buy	17,584 +803	+5%	+$62.7K	0.85%	35
2020 Q4	$1.29M	Sell	16,781 -5,367	-24%	-$401K	0.86%	32
2020 Q3	$384K	Buy	22,148 +4,008	+22%	+$277K	0.27%	64
2020 Q2	$1.09M	Sell	18,140 -3,988	-18%	-$239K	0.75%	34
2020 Q1	$1.33M	Buy	+22,128	New	+$1.39M	1.23%	25

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Square Asset Management's NEE Position: Q2 2021 in Review

Blue Square Asset Management sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 17,584 shares — an estimated $1.33M sold.

Blue Square Asset Management first reported a position in NEE in Q1 2020 and held it in 5 quarters. The position peaked at $1.33M in Q1 2020. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Blue Square Asset Management reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Blue Square Asset Management sold 17,584 NextEra Energy shares in Q2 2021, an estimated $1.33M.
Blue Square Asset Management first reported a position in NextEra Energy in Q1 2020 and held it in 5 quarters.
Blue Square Asset Management's NextEra Energy position peaked at $1.33M in Q1 2020.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Blue Square Asset Management's 13F filing for Q2 2021, filed 4 Aug 2021.