Peterson Financial Group’s NextEra Energy NEE Stock Holding History

Peterson 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
2024 Q3	$8.53K	Buy	+101	New	+$7.88K	0.03%	230
2023 Q1	–	Sell	-14,519	Closed	-$1.21M	–	56
2022 Q4	$1.21M	Sell	14,519 -8,170	-36%	-$660K	1.6%	24
2022 Q3	$1.78M	Buy	22,689 +383	+2%	+$32.5K	1.73%	19
2022 Q2	$1.73M	Buy	22,306 +1,912	+9%	+$146K	1.63%	21
2022 Q1	$1.73M	Buy	20,394 +1,440	+8%	+$115K	1.43%	28
2021 Q4	$1.77M	Buy	+18,954	New	+$1.64M	1.44%	25

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

Peterson Financial Group's NEE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in NextEra Energy (NEE) in Q3 2024: 101 shares worth $8.53K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in NEE as recently as Q4 2022.

Peterson Financial Group first reported a position in NEE in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.78M in Q3 2022. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Peterson Financial Group held 101 shares of NextEra Energy worth $8.53K as of Q3 2024.
NextEra Energy was a new Peterson Financial Group position in Q3 2024.
NextEra Energy made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #230 holding.
Peterson Financial Group first reported a position in NextEra Energy in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's NextEra Energy position peaked at $1.78M in Q3 2022.
2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.