Delta Financial Advisors’s NextEra Energy NEE Stock Holding History

Delta Financial 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	$1.98M	Buy	21,295 +74	+0.3%	+$6.58K	0.52%	58
2025 Q4	$1.7M	Buy	21,221 +4,634	+28%	+$384K	0.44%	61
2025 Q3	$1.25M	Buy	16,587 +9,477	+133%	+$692K	0.35%	74
2025 Q2	$494K	Buy	7,110 +44	+0.6%	+$3.06K	0.17%	86
2025 Q1	$501K	Buy	7,066 +55	+0.8%	+$3.88K	0.19%	85
2024 Q4	$503K	Buy	7,011 +54	+0.8%	+$4.2K	0.19%	85
2024 Q3	$588K	Buy	6,957 +34	+0.5%	+$2.65K	0.21%	87
2024 Q2	$490K	Buy	6,923 +40	+0.6%	+$2.84K	0.19%	86
2024 Q1	$440K	Buy	+6,883	New	+$403K	0.17%	88
2023 Q4	–	Sell	-10,298	Closed	-$590K	–	120
2023 Q3	$590K	Buy	+10,298	New	+$713K	0.27%	84

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

Delta Financial Advisors's NEE Position: Q1 2026 in Review

Delta Financial Advisors increased its NextEra Energy (NEE) stake by 0.35% in Q1 2026, buying an estimated $6.58K and bringing the position to 21,295 shares worth $1.98M. The position accounts for 0.52% of the portfolio, ranked #58.

Delta Financial Advisors first reported a position in NEE in Q3 2023 and has held it in 10 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Delta Financial Advisors held 21,295 shares of NextEra Energy worth $1.98M as of Q1 2026.
Delta Financial Advisors bought 74 NextEra Energy shares in Q1 2026, an estimated $6.58K.
NextEra Energy made up 0.52% of Delta Financial Advisors's portfolio in Q1 2026, its #58 holding.
Delta Financial Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 10 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.