Pallas Capital Advisors’s NextEra Energy NEE Stock Holding History

Pallas Capital Advisors’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
2026 Q2	$6.54M	Buy	74,553 +1,670	+2%	+$151K	0.2%	88
2026 Q1	$6.77M	Sell	72,883 -6,948	-9%	-$618K	0.25%	76
2025 Q4	$6.41M	Buy	79,831 +2,966	+4%	+$246K	0.21%	84
2025 Q3	$5.8M	Buy	76,865 +2,147	+3%	+$157K	0.21%	88
2025 Q2	$5.19M	Sell	74,718 -488	-0.6%	-$33.9K	0.2%	92
2025 Q1	$5.33M	Buy	75,206 +2,249	+3%	+$159K	0.22%	93
2024 Q4	$5.23M	Sell	72,957 -1,246	-2%	-$96.8K	0.22%	91
2024 Q3	$6.14M	Sell	74,203 -1,611	-2%	-$126K	0.26%	84
2024 Q2	$5.43M	Buy	75,814 +2,917	+4%	+$207K	0.24%	90
2024 Q1	$4.66M	Buy	72,897 +59,076	+427%	+$3.46M	0.19%	99
2023 Q4	$839K	Sell	13,821 -1,433	-9%	-$81.7K	0.04%	221
2023 Q3	$873K	Sell	15,254 -83,360	-85%	-$5.77M	0.05%	186
2023 Q2	$7.17M	Buy	98,614 +7,134	+8%	+$540K	0.32%	44
2023 Q1	$7.23M	Buy	91,480 +4,724	+5%	+$363K	0.68%	39
2022 Q4	$7.1M	Buy	86,756 +1,054	+1%	+$85.1K	0.72%	38
2022 Q3	$6.7M	Buy	85,702 +3,095	+4%	+$263K	0.75%	40
2022 Q2	$6.63M	Sell	82,607 -2,843	-3%	-$216K	0.91%	26
2022 Q1	$7.08M	Buy	85,450 +4,602	+6%	+$369K	0.9%	29
2021 Q4	$6.68M	Buy	80,848 +5,519	+7%	+$477K	0.81%	33
2021 Q3	$6.42M	Buy	75,329 +14,775	+24%	+$1.19M	0.71%	32
2021 Q2	$4.84M	Buy	60,554 +11,063	+22%	+$830K	0.68%	35
2021 Q1	$3.7M	Buy	+49,491	New	+$3.86M	0.82%	31

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Pallas Capital Advisors's NEE Position: Q2 2026 in Review

Pallas Capital Advisors increased its NextEra Energy (NEE) stake by 2.3% in Q2 2026, buying an estimated $151K and bringing the position to 74,553 shares worth $6.54M. The position accounts for 0.2% of the portfolio, ranked #88.

Pallas Capital Advisors first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.23M in Q1 2023. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pallas Capital Advisors held 74,553 shares of NextEra Energy worth $6.54M as of Q2 2026.
Pallas Capital Advisors bought 1,670 NextEra Energy shares in Q2 2026, an estimated $151K.
NextEra Energy made up 0.2% of Pallas Capital Advisors's portfolio in Q2 2026, its #88 holding.
Pallas Capital Advisors first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
Pallas Capital Advisors's NextEra Energy position peaked at $7.23M in Q1 2023.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.