Pallas Capital Advisors’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$89.3K | 0.22% | 91 |
|
|
2024
Q3 | $6.14M | Sell |
74,203
-1,611
| -2% | -$133K | 0.26% | 84 |
|
|
2024
Q2 | $5.43M | Buy |
75,814
+2,917
| +4% | +$209K | 0.24% | 90 |
|
|
2024
Q1 | $4.66M | Buy |
72,897
+59,076
| +427% | +$3.78M | 0.19% | 99 |
|
|
2023
Q4 | $839K | Sell |
13,821
-1,433
| -9% | -$87K | 0.04% | 221 |
|
|
2023
Q3 | $873K | Sell |
15,254
-83,360
| -85% | -$4.77M | 0.05% | 186 |
|
|
2023
Q2 | $7.17M | Buy |
98,614
+7,134
| +8% | +$518K | 0.32% | 44 |
|
|
2023
Q1 | $7.23M | Buy |
91,480
+4,724
| +5% | +$373K | 0.68% | 39 |
|
|
2022
Q4 | $7.1M | Buy |
86,756
+1,054
| +1% | +$86.2K | 0.72% | 38 |
|
|
2022
Q3 | $6.7M | Buy |
85,702
+3,095
| +4% | +$242K | 0.75% | 40 |
|
|
2022
Q2 | $6.63M | Sell |
82,607
-2,843
| -3% | -$228K | 0.91% | 26 |
|
|
2022
Q1 | $7.08M | Buy |
85,450
+4,602
| +6% | +$381K | 0.9% | 29 |
|
|
2021
Q4 | $6.68M | Buy |
80,848
+5,519
| +7% | +$456K | 0.81% | 33 |
|
|
2021
Q3 | $6.42M | Buy |
75,329
+14,775
| +24% | +$1.26M | 0.71% | 32 |
|
|
2021
Q2 | $4.84M | Buy |
60,554
+11,063
| +22% | +$884K | 0.68% | 35 |
|
|
2021
Q1 | $3.7M | Buy |
+49,491
| New | +$3.7M | 0.82% | 31 |
|