Paloma Partners’s NextEra Energy NEE Stock Holding History

Paloma Partners’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
2024 Q3	–	Sell	-10,100	Closed	-$715K	–	1506
2024 Q2	$715K	Buy	10,100 +1,464	+17%	+$104K	0.02%	611
2024 Q1	$552K	Buy	+8,636	New	+$506K	0.03%	406
2023 Q4	–	Sell	-865	Closed	-$49.6K	–	863
2023 Q3	$49.6K	Sell	865 -19,235	-96%	-$1.33M	﹤0.01%	634
2023 Q2	$1.49M	Buy	20,100 +5,100	+34%	+$386K	0.05%	300
2023 Q1	$1.16M	Buy	+15,000	New	+$1.15M	0.04%	348
2022 Q3	–	Sell	-2,300	Closed	-$178K	–	1233
2022 Q2	$178K	Buy	+2,300	New	+$175K	0.01%	897
2021 Q4	–	Sell	-7,600	Closed	-$597K	–	2032
2021 Q3	$597K	Sell	7,600 -35,600	-82%	-$2.87M	0.01%	494
2021 Q2	$3.17M	Buy	+43,200	New	+$3.24M	0.06%	296
2018 Q4	–	Sell	-77,200	Closed	-$3.23M	–	1619
2018 Q3	$3.23M	Buy	77,200 +57,200	+286%	+$2.44M	0.06%	290
2018 Q2	$835K	Buy	+20,000	New	+$808K	0.02%	786
2017 Q3	–	Sell	-100,400	Closed	-$3.52M	–	2316
2017 Q2	$3.52M	Buy	+100,400	New	+$3.43M	0.04%	447

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.