Peterson Wealth Services’s NextEra Energy NEE Stock Holding History

Peterson Wealth Services’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 Q3	$1.04M	Buy	13,699 +801	+6%	+$67.8K	0.22%	75
2026 Q2	$1.13M	Buy	12,898 +733	+6%	+$66.3K	0.25%	71
2026 Q1	$1.13M	Buy	12,165 +973	+9%	+$86.5K	0.28%	64
2025 Q4	$898K	Buy	11,192 +11,069	+8,999%	+$917K	0.23%	70
2025 Q3	$822K	Sell	123 -10,740	-99%	-$785K	0.2%	74
2025 Q2	$754K	Buy	10,863 +430	+4%	+$29.9K	0.21%	74
2025 Q1	$740K	Buy	10,433 +1,811	+21%	+$128K	0.23%	63
2024 Q4	$618K	Buy	8,622 +841	+11%	+$65.3K	0.19%	84
2024 Q3	$658K	Buy	7,781 +851	+12%	+$66.4K	0.21%	83
2024 Q2	$491K	Buy	+6,930	New	+$492K	0.17%	92

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Peterson Wealth Services's NEE Position: Q3 2026 in Review

Peterson Wealth Services increased its NextEra Energy (NEE) stake by 6.2% in Q3 2026, buying an estimated $67.8K and bringing the position to 13,699 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #75.

Peterson Wealth Services first reported a position in NEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q2 2026. 1,856 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Peterson Wealth Services held 13,699 shares of NextEra Energy worth $1.04M as of Q3 2026.
Peterson Wealth Services bought 801 NextEra Energy shares in Q3 2026, an estimated $67.8K.
NextEra Energy made up 0.22% of Peterson Wealth Services's portfolio in Q3 2026, its #75 holding.
Peterson Wealth Services first reported a position in NextEra Energy in Q2 2024 and has held it in 10 quarters since.
Peterson Wealth Services's NextEra Energy position peaked at $1.13M in Q2 2026.
1,856 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.