Blueshift Asset Management’s NextEra Energy NEE Stock Holding History

Blueshift 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
2025 Q3	–	Sell	-8,669	Closed	-$602K	–	571
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%	-$71.5K	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%	+$1.58M	0.3%	87
2022 Q1	$236K	Buy	+2,788	New	+$223K	0.02%	690
2021 Q4	–	Sell	-92,091	Closed	-$7.23M	–	1109
2021 Q3	$7.23M	Sell	92,091 -17,359	-16%	-$1.4M	0.4%	48
2021 Q2	$8.02M	Buy	109,450 +33,868	+45%	+$2.54M	0.44%	59
2021 Q1	$5.71M	Buy	+75,582	New	+$5.9M	0.58%	24
2020 Q3	–	Sell	-25,724	Closed	-$1.54M	–	723
2020 Q2	$1.54M	Buy	+25,724	New	+$1.54M	0.25%	133

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blueshift Asset Management's NEE Position: Q3 2025 in Review

Blueshift Asset Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 8,669 shares — an estimated $602K sold.

Blueshift Asset Management first reported a position in NEE in Q2 2020 and held it in 9 quarters. The position peaked at $8.02M in Q2 2021. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Blueshift Asset Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Blueshift Asset Management sold 8,669 NextEra Energy shares in Q3 2025, an estimated $602K.
Blueshift Asset Management first reported a position in NextEra Energy in Q2 2020 and held it in 9 quarters.
Blueshift Asset Management's NextEra Energy position peaked at $8.02M in Q2 2021.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.