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Peterson Wealth Management’s NextEra Energy NEE Stock Holding History

Peterson Wealth Management’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 		$5.59M Buy
63,650
+14,791
+30% +$1.34M 2.6% 12
2026
Q1 		$4.54M Buy
48,859
+2,530
+5% +$225K 2.63% 13
2025
Q4 		$3.72M Buy
+46,329
New +$3.84M 2.76% 12

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peterson Wealth Management's NEE Position: Q2 2026 in Review

Peterson Wealth Management increased its NextEra Energy (NEE) stake by 30% in Q2 2026, buying an estimated $1.34M and bringing the position to 63,650 shares worth $5.59M. The position accounts for 2.6% of the portfolio, ranked #12.

Peterson Wealth Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Peterson Wealth Management held 63,650 shares of NextEra Energy worth $5.59M as of Q2 2026.
  • Peterson Wealth Management bought 14,791 NextEra Energy shares in Q2 2026, an estimated $1.34M.
  • NextEra Energy made up 2.6% of Peterson Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Peterson Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.