Bridgeway Capital Management’s NextEra Energy NEE Stock Holding History

Bridgeway Capital 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
2023 Q1	–	Sell	-2,500	Closed	-$209K	–	1412
2022 Q4	$209K	Buy	+2,500	New	+$202K	0.01%	1076
2020 Q2	–	Sell	-4,000	Closed	-$241K	–	1367
2020 Q1	$241K	Buy	+4,000	New	+$251K	0.01%	1002
2018 Q2	–	Sell	-1,431,600	Closed	-$58.5M	–	1441
2018 Q1	$58.5M	Sell	1,431,600 -8,800	-0.6%	-$339K	0.63%	44
2017 Q4	$56.2M	Buy	1,440,400 +22,800	+2%	+$880K	0.61%	53
2017 Q3	$51.9M	Sell	1,417,600 -12,400	-0.9%	-$454K	0.59%	47
2017 Q2	$50.1M	Buy	+1,430,000	New	+$48.9M	0.6%	52

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bridgeway Capital Management's NEE Position: Q1 2023 in Review

Bridgeway Capital Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 2,500 shares — an estimated $209K sold.

Bridgeway Capital Management first reported a position in NEE in Q2 2017 and held it in 6 quarters. The position peaked at $58.5M in Q1 2018. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Bridgeway Capital Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
Bridgeway Capital Management sold 2,500 NextEra Energy shares in Q1 2023, an estimated $209K.
Bridgeway Capital Management first reported a position in NextEra Energy in Q2 2017 and held it in 6 quarters.
Bridgeway Capital Management's NextEra Energy position peaked at $58.5M in Q1 2018.
2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Bridgeway Capital Management's 13F filing for Q1 2023, filed 15 May 2023.