Paloma Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,693
| Closed | -$143K | – | 817 |
|
|
2024
Q3 | $143K | Sell |
1,693
-28,042
| -94% | -$2.19M | ﹤0.01% | 1020 |
|
|
2024
Q2 | $2.11M | Sell |
29,735
-31,294
| -51% | -$2.22M | 0.06% | 335 |
|
|
2024
Q1 | $3.9M | Buy |
+61,029
| New | +$3.58M | 0.21% | 118 |
|
|
2023
Q3 | – | Sell |
-12,896
| Closed | -$893K | – | 868 |
|
|
2023
Q2 | $957K | Buy |
12,896
+6,597
| +105% | +$499K | 0.03% | 372 |
|
|
2023
Q1 | $486K | Buy |
+6,299
| New | +$484K | 0.02% | 496 |
|
|
2022
Q3 | – | Sell |
-16,459
| Closed | -$1.27M | – | 1234 |
|
|
2022
Q2 | $1.27M | Buy |
16,459
+1,127
| +7% | +$85.8K | 0.04% | 365 |
|
|
2022
Q1 | $1.3M | Buy |
15,332
+11,311
| +281% | +$906K | 0.04% | 351 |
|
|
2021
Q4 | $375K | Sell |
4,021
-123,933
| -97% | -$10.7M | 0.01% | 1275 |
|
|
2021
Q3 | $10M | Buy |
127,954
+124,786
| +3,939% | +$10.1M | 0.25% | 52 |
|
|
2021
Q2 | $232K | Sell |
3,168
-4,306
| -58% | -$323K | ﹤0.01% | 1465 |
|
|
2021
Q1 | $565K | Sell |
7,474
-2,662
| -26% | -$208K | 0.01% | 1036 |
|
|
2020
Q4 | $782K | Sell |
10,136
-1,520
| -13% | -$114K | 0.02% | 685 |
|
|
2020
Q3 | $809K | Sell |
11,656
-220,664
| -95% | -$15.2M | 0.02% | 863 |
|
|
2020
Q2 | $13.9M | Buy |
+232,320
| New | +$13.9M | 0.24% | 63 |
|
|
2019
Q3 | – | Sell |
-4,932
| Closed | -$253K | – | 2166 |
|
|
2019
Q2 | $253K | Buy |
+4,932
| New | +$243K | ﹤0.01% | 1401 |
|
|
2018
Q3 | – | Sell |
-20,144
| Closed | -$858K | – | 1805 |
|
|
2018
Q2 | $840K | Buy |
+20,144
| New | +$813K | 0.02% | 783 |
|
|
2018
Q1 | – | Sell |
-15,708
| Closed | -$613K | – | 2154 |
|
|
2017
Q4 | $613K | Buy |
+15,708
| New | +$606K | 0.01% | 1263 |
|
|
2017
Q3 | – | Sell |
-55,740
| Closed | -$1.95M | – | 2317 |
|
|
2017
Q2 | $1.95M | Sell |
55,740
-202,816
| -78% | -$6.93M | 0.02% | 775 |
|
|
2017
Q1 | $8.3M | Buy |
258,556
+229,756
| +798% | +$7.22M | 0.1% | 157 |
|
|
2016
Q4 | $860K | Sell |
28,800
-26,500
| -48% | -$792K | 0.01% | 1255 |
|
|
2016
Q3 | $1.69M | Buy |
55,300
+44,320
| +404% | +$1.4M | 0.02% | 630 |
|
|
2016
Q2 | $358K | Sell |
10,980
-4,672
| -30% | -$140K | ﹤0.01% | 1698 |
|
|
2016
Q1 | $462K | Sell |
15,652
-493,080
| -97% | -$13.8M | 0.01% | 1340 |
|
|
2015
Q4 | $13.2M | Buy |
508,732
+446,476
| +717% | +$11.3M | 0.35% | 39 |
|
|
2015
Q3 | $1.52M | Buy |
62,256
+19,300
| +45% | +$491K | 0.04% | 446 |
|
|
2015
Q2 | $1.05M | Buy |
42,956
+23,724
| +123% | +$603K | 0.02% | 741 |
|
|
2015
Q1 | $500K | Sell |
19,232
-17,104
| -47% | -$451K | 0.01% | 786 |
|
|
2014
Q4 | $966K | Buy |
36,336
+27,600
| +316% | +$697K | 0.04% | 446 |
|
|
2014
Q3 | $205K | Buy |
+8,736
| New | +$211K | 0.01% | 842 |
|
|
2013
Q3 | – | Sell |
-13,492
| Closed | -$275K | – | 1103 |
|
|
2013
Q2 | $275K | Buy |
+13,492
| New | +$268K | 0.02% | 704 |
|
Other funds holding NEE
Paloma Partners's NEE Position: Q4 2024 in Review
Paloma Partners sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 1,693 shares — an estimated $143K sold.
Paloma Partners first reported a position in NEE in Q2 2013 and held it in 30 quarters. The position peaked at $13.9M in Q2 2020. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.
- Paloma Partners reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
- Paloma Partners sold 1,693 NextEra Energy shares in Q4 2024, an estimated $143K.
- Paloma Partners first reported a position in NextEra Energy in Q2 2013 and held it in 30 quarters.
- Paloma Partners's NextEra Energy position peaked at $13.9M in Q2 2020.
- 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.
Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.