NEE — NEXTERA ENERGY INC

Ownership history in Paradiem, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Paradiem, LLC reported a position in NEXTERA ENERGY INC (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.82% (2025 Q1)
Avg. % of fund
3.09%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 163,621 -1,183 -0.7% 3.14% $13.1M $79.74
2025 Q3 ADDED 164,804 +21,367 +14.9% 2.90% $12.4M $74.47
2025 Q2 REDUCED 143,437 -52,092 -26.6% 2.51% $10.0M $67.96
2025 Q1 INITIATED 195,529 — — 3.82% $13.9M $68.84
% of Fund (quarterly)    NEE price (monthly, adj. close)

Other funds also holding NEE

As of 2025 Q4 — sorted by position size

Inherent Management Corp. 10.71% Portman Square Capital LLP 3Y 7.8% ACCOUNT MANAGEMENT LLC 3Y 7Y 7.4% MARK SHEPTOFF FINANCIAL PLANNING, LLC 3Y 7Y 7.02% Electron Capital Partners, LLC 3Y 7Y 6.59% Slocum, Gordon & Co LLP 6.25% Ausbil Investment Management Ltd 3Y 5.92% Asset Management Advisors, LLC 3Y 7Y 5.61% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 4.3% VANTAGE WEALTH 3Y 7Y 4.19%
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