Nisa Investment Advisors
SHEL icon

Nisa Investment Advisors’s Shell SHEL Stock Holding History

Nisa Investment Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$229K Buy
2,462
+101
+4% +$8.16K ﹤0.01% 1171
2025
Q4 		$173K Buy
2,361
+108
+5% +$7.96K ﹤0.01% 1264
2025
Q3 		$161K Sell
2,253
-21
-0.9% -$1.51K ﹤0.01% 1303
2025
Q2 		$160K Sell
2,274
-865
-28% -$58K ﹤0.01% 1279
2025
Q1 		$230K Buy
3,139
+1,000
+47% +$67.4K ﹤0.01% 1197
2024
Q4 		$134K Buy
2,139
+200
+10% +$13.1K ﹤0.01% 1393
2024
Q3 		$128K Hold
1,939
– – ﹤0.01% 1376
2024
Q2 		$140K Buy
1,939
+1,330
+218% +$95.1K ﹤0.01% 1396
2024
Q1 		$40.8K Hold
609
– – ﹤0.01% 1705
2023
Q4 		$40.1K Hold
609
– – ﹤0.01% 1691
2023
Q3 		$39.2K Hold
609
– – ﹤0.01% 1801
2023
Q2 		$36.8K Buy
609
+282
+86% +$16.9K ﹤0.01% 1859
2023
Q1 		$19K Hold
327
– – ﹤0.01% 2027
2022
Q4 		$19K Hold
327
– – ﹤0.01% 2074
2022
Q3 		$16K Hold
327
– – ﹤0.01% 2104
2022
Q2 		$17K Sell
327
-10
-3% -$562 ﹤0.01% 2089
2022
Q1 		$19K Buy
+337
New +$17.9K ﹤0.01% 2061

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return