Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,872,836
-$105,043 QoQ
Shares Held
21,338
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,236
of 3,000 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $9,894,107 across 4 Utilities - Regulated Electric names. NEE ranks #3 (18.9% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872,836 | 21,338 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,977,879 | 21,295 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,703,621 | 21,221 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,252,152 | 16,587 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $493,576 | 7,110 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $500,908 | 7,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $502,618 | 7,011 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $588,075 | 6,957 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $490,217 | 6,923 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $439,892 | 6,883 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $589,972 | 10,298 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||