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Peterson Wealth Services

SEC CIK
0001906799
Latest filing
Jul 27, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Peterson Wealth Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
12,898
Value
$1.13M
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of NEE by Peterson Wealth Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,898$1.13M0.2%+733+6.0%AddedHolders
Q1 202612,165$1.13M0.3%+973+8.7%AddedHolders
Q4 202511,192$898.4K0.2%+11,069+8,999.2%AddedHolders
Q3 2025123$822.2K0.2%−10,740−98.9%ReducedHolders
Q2 202510,863$754.1K0.2%+430+4.1%AddedHolders
Q1 202510,433$739.6K0.2%+1,811+21.0%AddedHolders
Q4 20248,622$618.1K0.2%+841+10.8%AddedHolders
Q3 20247,781$657.7K0.2%+851+12.3%AddedHolders
Q2 20246,930$490.7K0.2%+6,930NewHolders