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 Q2	$1.87M	Buy	21,338 +43	+0.2%	+$3.89K	0.44%	63
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 $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

Delta Financial Advisors's NEE Position: Q2 2026 in Review

Delta Financial Advisors increased its NextEra Energy (NEE) stake by 0.2% in Q2 2026, buying an estimated $3.89K and bringing the position to 21,338 shares worth $1.87M. The position accounts for 0.44% of the portfolio, ranked #63.

Delta Financial Advisors first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Delta Financial Advisors held 21,338 shares of NextEra Energy worth $1.87M as of Q2 2026.
Delta Financial Advisors bought 43 NextEra Energy shares in Q2 2026, an estimated $3.89K.
NextEra Energy made up 0.44% of Delta Financial Advisors's portfolio in Q2 2026, its #63 holding.
Delta Financial Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
Delta Financial Advisors's NextEra Energy position peaked at $1.98M in Q1 2026.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.