Delta Financial Group’s NextEra Energy NEE Stock Holding History

Delta Financial Group’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
2025 Q1	$617K	Sell	8,803 -656	-7%	-$46.3K	0.14%	116
2024 Q4	$678K	Buy	9,459 +17	+0.2%	+$1.32K	0.16%	105
2024 Q3	$798K	Buy	9,442 +285	+3%	+$22.2K	0.3%	50
2024 Q2	$648K	Buy	9,157 +269	+3%	+$19.1K	0.27%	52
2024 Q1	$568K	Buy	8,888 +392	+5%	+$23K	0.17%	107
2023 Q4	$516K	Sell	8,496 -1,587	-16%	-$90.4K	0.16%	105
2023 Q3	$578K	Sell	10,083 -11	-0.1%	-$762	0.2%	90
2023 Q2	$749K	Buy	10,094 +702	+7%	+$53.1K	0.88%	34
2023 Q1	$724K	Buy	9,392 +11	+0.1%	+$846	0.28%	62
2022 Q4	$788K	Buy	+9,381	New	+$758K	0.35%	49

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Delta Financial Group's NEE Position: Q1 2025 in Review

Delta Financial Group reduced its NextEra Energy (NEE) stake by 6.9% in Q1 2025, selling an estimated $46.3K and leaving 8,803 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #116.

Delta Financial Group first reported a position in NEE in Q4 2022 and has held it in 10 quarters since. The position peaked at $798K in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Delta Financial Group held 8,803 shares of NextEra Energy worth $617K as of Q1 2025.
Delta Financial Group sold 656 NextEra Energy shares in Q1 2025, an estimated $46.3K.
NextEra Energy made up 0.14% of Delta Financial Group's portfolio in Q1 2025, its #116 holding.
Delta Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 10 quarters since.
Delta Financial Group's NextEra Energy position peaked at $798K in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.