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	-7,700	Closed	-$545K	–	1507
2024 Q2	$545K	Buy	+7,700	New	+$546K	0.02%	705
2023 Q4	–	Sell	-10,200	Closed	-$584K	–	864
2023 Q3	$584K	Sell	10,200 -36,900	-78%	-$2.55M	0.02%	456
2023 Q2	$3.49M	Buy	47,100 +8,000	+20%	+$606K	0.13%	166
2023 Q1	$3.01M	Buy	+39,100	New	+$3.01M	0.11%	165
2018 Q4	–	Sell	-55,600	Closed	-$2.33M	–	1620
2018 Q3	$2.33M	Buy	55,600 +29,600	+114%	+$1.26M	0.04%	407
2018 Q2	$1.09M	Buy	+26,000	New	+$1.05M	0.02%	695
2017 Q3	–	Sell	-189,200	Closed	-$6.63M	–	2318
2017 Q2	$6.63M	Buy	+189,200	New	+$6.47M	0.08%	241

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.