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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Peterson Wealth Services increased its NextEra Energy (NEE) stake by 6% in Q2 2026, buying an estimated $66.3K and bringing the position to 12,898 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #71.

Peterson Wealth Services first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Peterson Wealth Services held 12,898 shares of NextEra Energy worth $1.13M as of Q2 2026.
Peterson Wealth Services bought 733 NextEra Energy shares in Q2 2026, an estimated $66.3K.
NextEra Energy made up 0.25% of Peterson Wealth Services's portfolio in Q2 2026, its #71 holding.
Peterson Wealth Services first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.