Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,543,516
-$225,857 QoQ
Shares Held
74,553
+2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#712
of 2,993 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pallas Capital Advisors LLC holds $28,753,047 across 17 Utilities - Regulated Electric names. NEE ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
74,553 | $6,543,516 | |
| 2 | DTE |
Dte Energy Co
|
40,962 | $6,241,379 | |
| 3 | EIX |
Edison International
|
59,756 | $4,448,834 | |
| 4 | PCG |
PG&E Corp
|
218,436 | $3,674,093 | |
| 5 | XEL |
Xcel Energy Inc
|
26,038 | $2,090,851 | |
| 6 | ES |
Eversource Energy
|
24,306 | $1,756,594 | |
| 7 | EVRG |
Evergy, Inc.
|
9,898 | $855,484 | |
| 8 | ETR |
Entergy Corp /De/
|
4,766 | $547,422 |
All Filings in NEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,543,516 | 74,553 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,769,373 | 72,883 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,408,832 | 79,831 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,802,538 | 76,865 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,186,923 | 74,718 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,331,353 | 75,206 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,230,287 | 72,957 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,272,379 | 74,203 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,368,389 | 75,814 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,658,847 | 72,897 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $839,487 | 13,821 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $873,901 | 15,254 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,317,158 | 98,614 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,051,278 | 91,480 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,252,801 | 86,756 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,719,893 | 85,702 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,398,738 | 82,607 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,238,469 | 85,450 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,547,969 | 80,848 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,914,833 | 75,329 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,437,397 | 60,554 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,742,014 | 49,491 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||