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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pallas Capital Advisors's NEE Position: Q1 2026 in Review

Pallas Capital Advisors reduced its NextEra Energy (NEE) stake by 8.7% in Q1 2026, selling an estimated $618K and leaving 72,883 shares worth $6.77M. The position accounts for 0.25% of the portfolio, ranked #76.

Pallas Capital Advisors first reported a position in NEE in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.23M in Q1 2023. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pallas Capital Advisors held 72,883 shares of NextEra Energy worth $6.77M as of Q1 2026.
  • Pallas Capital Advisors sold 6,948 NextEra Energy shares in Q1 2026, an estimated $618K.
  • NextEra Energy made up 0.25% of Pallas Capital Advisors's portfolio in Q1 2026, its #76 holding.
  • Pallas Capital Advisors first reported a position in NextEra Energy in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's NextEra Energy position peaked at $7.23M in Q1 2023.
  • 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.