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Delta Asset Management’s NextEra Energy NEE Stock Holding History

Delta Asset Management’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 		$398K Hold
4,284
– – 0.04% 109
2025
Q4 		$344K Hold
4,284
– – 0.03% 115
2025
Q3 		$323K Hold
4,284
– – 0.03% 121
2025
Q2 		$297K Sell
4,284
-15
-0.3% -$1.04K 0.03% 126
2025
Q1 		$305K Sell
4,299
-25
-0.6% -$1.76K 0.03% 119
2024
Q4 		$310K Hold
4,324
– – 0.03% 116
2024
Q3 		$366K Sell
4,324
-250
-5% -$19.5K 0.03% 112
2024
Q2 		$324K Buy
4,574
+83
+2% +$5.89K 0.03% 112
2024
Q1 		$287K Sell
4,491
-31
-0.7% -$1.82K 0.03% 118
2023
Q4 		$275K Sell
4,522
-169
-4% -$9.63K 0.03% 120
2023
Q3 		$269K Buy
4,691
+15
+0.3% +$1.04K 0.03% 113
2023
Q2 		$347K Buy
4,676
+97
+2% +$7.34K 0.03% 107
2023
Q1 		$353K Sell
4,579
-76
-2% -$5.84K 0.04% 106
2022
Q4 		$389K Buy
4,655
+85
+2% +$6.87K 0.04% 98
2022
Q3 		$358K Sell
4,570
-581
-11% -$49.3K 0.04% 99
2022
Q2 		$399K Sell
5,151
-31
-0.6% -$2.36K 0.05% 97
2022
Q1 		$439K Buy
5,182
+116
+2% +$9.3K 0.04% 99
2021
Q4 		$473K Hold
5,066
– – 0.04% 96
2021
Q3 		$398K Sell
5,066
-374
-7% -$30.2K 0.04% 97
2021
Q2 		$399K Sell
5,440
-600
-10% -$45K 0.04% 100
2021
Q1 		$457K Hold
6,040
– – 0.05% 93
2020
Q4 		$466K Hold
6,040
– – 0.05% 87
2020
Q3 		$419K Buy
6,040
+1,972
+48% +$136K 0.05% 88
2020
Q2 		$244K Sell
4,068
-2,532
-38% -$152K 0.03% 114
2020
Q1 		$397K Sell
6,600
-4,240
-39% -$267K 0.06% 80
2019
Q4 		$656K Buy
10,840
+80
+0.7% +$4.67K 0.08% 75
2019
Q3 		$627K Buy
10,760
+584
+6% +$31.6K 0.08% 73
2019
Q2 		$521K Hold
10,176
– – 0.07% 78
2019
Q1 		$492K Sell
10,176
-800
-7% -$36.6K 0.07% 77
2018
Q4 		$477K Hold
10,976
– – 0.07% 78
2018
Q3 		$460K Hold
10,976
– – 0.06% 85
2018
Q2 		$458K Buy
10,976
+72
+0.7% +$2.91K 0.07% 77
2018
Q1 		$446K Sell
10,904
-120
-1% -$4.63K 0.07% 81
2017
Q4 		$430K Hold
11,024
– – 0.06% 83
2017
Q3 		$404K Hold
11,024
– – 0.06% 82
2017
Q2 		$386K Buy
11,024
+236
+2% +$8.07K 0.06% 84
2017
Q1 		$347K Hold
10,788
– – 0.05% 87
2016
Q4 		$322K Sell
10,788
-16
-0.1% -$478 0.05% 84
2016
Q3 		$330K Hold
10,804
– – 0.06% 84
2016
Q2 		$352K Hold
10,804
– – 0.06% 83
2016
Q1 		$320K Hold
10,804
– – 0.06% 85
2015
Q4 		$281K Hold
10,804
– – 0.05% 94
2015
Q3 		$264K Hold
10,804
– – 0.05% 93
2015
Q2 		$265K Hold
10,804
– – 0.05% 94
2015
Q1 		$281K Sell
10,804
-532
-5% -$14K 0.05% 91
2014
Q4 		$301K Hold
11,336
– – 0.06% 88
2014
Q3 		$266K Buy
11,336
+1,600
+16% +$38.6K 0.05% 89
2014
Q2 		$249K Sell
9,736
-1,600
-14% -$38.9K 0.05% 88
2014
Q1 		$271K Sell
11,336
-96
-0.8% -$2.17K 0.06% 85
2013
Q4 		$245K Sell
11,432
-16
-0.1% -$337 0.05% 91
2013
Q3 		$229K Sell
11,448
-228
-2% -$4.71K 0.06% 90
2013
Q2 		$238K Buy
+11,676
New +$232K 0.06% 91

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delta Asset Management's NEE Position: Q1 2026 in Review

Delta Asset Management held its NextEra Energy (NEE) position steady in Q1 2026 at 4,284 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #109.

Delta Asset Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $656K in Q4 2019. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Delta Asset Management held 4,284 shares of NextEra Energy worth $398K as of Q1 2026.
  • Delta Asset Management left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.04% of Delta Asset Management's portfolio in Q1 2026, its #109 holding.
  • Delta Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Delta Asset Management's NextEra Energy position peaked at $656K in Q4 2019.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.