Delta Financial Advisors’s NextEra Energy NEE Stock Holding History

Delta Financial Advisors’s Portfolio NEE Stock Details NEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.98M	Buy
2025 Q4	$1.7M	Buy
2025 Q3	$1.25M	Buy
2025 Q2	$494K	Buy
2025 Q1	$501K	Buy
2024 Q4	$503K	Buy
2024 Q3	$588K	Buy
2024 Q2	$490K	Buy
2024 Q1	$440K	Buy
2023 Q4	–	Sell
2023 Q3	$590K	Buy