Delos Wealth Advisors’s NextEra Energy NEE Stock Holding History

Delos Wealth Advisors’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
2026 Q1	$68.2K	Sell	734 -342	-32%	-$30.4K	0.04%	112
2025 Q4	$86.4K	Hold	1,076	–	–	0.06%	75
2025 Q3	$81.2K	Sell	1,076 -60	-5%	-$4.38K	0.05%	84
2025 Q2	$78.9K	Buy	+1,136	New	+$78.9K	0.06%	77
2025 Q1	–	Sell	-60	Closed	-$4.3K	–	140
2024 Q4	$4.3K	Buy	+60	New	+$4.66K	﹤0.01%	138
2024 Q3	–	Sell	-100	Closed	-$7.08K	–	304
2024 Q2	$7.08K	Hold	100	–	–	0.01%	140
2024 Q1	$6.39K	Buy	100 +93	+1,329%	+$5.45K	0.01%	146
2023 Q4	$426	Hold	7	–	–	﹤0.01%	272
2023 Q3	$468	Hold	7	–	–	﹤0.01%	297
2023 Q2	$520	Hold	7	–	–	﹤0.01%	288
2023 Q1	$540	Hold	7	–	–	﹤0.01%	295
2022 Q4	$585	Hold	7	–	–	﹤0.01%	282
2022 Q3	$1K	Buy	+7	New	+$594	﹤0.01%	257
2022 Q1	–	Sell	-122	Closed	-$11K	–	371
2021 Q4	$11K	Buy	+122	New	+$10.5K	0.01%	201

Other funds holding NEE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delos Wealth Advisors's NEE Position: Q1 2026 in Review

Delos Wealth Advisors reduced its NextEra Energy (NEE) stake by 32% in Q1 2026, selling an estimated $30.4K and leaving 734 shares worth $68.2K. The position accounts for 0.04% of the portfolio, ranked #112.

Delos Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $86.4K in Q4 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Delos Wealth Advisors held 734 shares of NextEra Energy worth $68.2K as of Q1 2026.
Delos Wealth Advisors sold 342 NextEra Energy shares in Q1 2026, an estimated $30.4K.
NextEra Energy made up 0.04% of Delos Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Delos Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
Delos Wealth Advisors's NextEra Energy position peaked at $86.4K in Q4 2025.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.