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Peterson Wealth Services’s NextEra Energy, Inc. NEE Stock Holding History

Peterson Wealth Services’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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% +$60.3K 0.19% 84
2024
Q3 		$658K Buy
7,781
+851
+12% +$71.9K 0.21% 83
2024
Q2 		$491K Buy
+6,930
New +$491K 0.17% 92