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 Q2	$102K	Buy	1,158 +424	+58%	+$38.4K	0.05%	104
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Delos Wealth Advisors's NEE Position: Q2 2026 in Review

Delos Wealth Advisors increased its NextEra Energy (NEE) stake by 58% in Q2 2026, buying an estimated $38.4K and bringing the position to 1,158 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #104.

Delos Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Delos Wealth Advisors held 1,158 shares of NextEra Energy worth $102K as of Q2 2026.
Delos Wealth Advisors bought 424 NextEra Energy shares in Q2 2026, an estimated $38.4K.
NextEra Energy made up 0.05% of Delos Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Delos Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.