BAM
Blueshift Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $602K | Buy |
+8,669
| New | +$602K | 0.18% | 145 |
|
2023
Q3 | – | Sell |
-2,770
| Closed | -$206K | – | 379 |
|
2023
Q2 | $206K | Sell |
2,770
-945
| -25% | -$70.1K | 0.08% | 301 |
|
2023
Q1 | $286K | Buy |
+3,715
| New | +$286K | 0.12% | 228 |
|
2022
Q3 | – | Sell |
-23,546
| Closed | -$1.82M | – | 771 |
|
2022
Q2 | $1.82M | Buy |
23,546
+20,758
| +745% | +$1.61M | 0.3% | 87 |
|
2022
Q1 | $236K | Buy |
+2,788
| New | +$236K | 0.02% | 690 |
|
2021
Q4 | – | Sell |
-92,091
| Closed | -$7.23M | – | 1109 |
|
2021
Q3 | $7.23M | Sell |
92,091
-17,359
| -16% | -$1.36M | 0.4% | 48 |
|
2021
Q2 | $8.02M | Buy |
109,450
+33,868
| +45% | +$2.48M | 0.44% | 59 |
|
2021
Q1 | $5.72M | Buy |
+75,582
| New | +$5.72M | 0.58% | 24 |
|
2020
Q3 | – | Sell |
-6,431
| Closed | -$1.55M | – | 723 |
|
2020
Q2 | $1.55M | Buy |
+6,431
| New | +$1.55M | 0.25% | 133 |
|