Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,586,560
+$1,048,537 QoQ
Shares Held
63,650
+30.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.85%
of 13F equity value
Holder Rank
#757
of 3,000 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PETERSON WEALTH MANAGEMENT holds $5,680,952 across 3 Utilities - Regulated Electric names. NEE ranks #1 (98.3% of the industry book) .
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,586,560 | 63,650 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,538,023 | 48,859 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,719,292 | 46,329 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||