Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,132,057
+$2,172 QoQ
Shares Held
12,898
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,538
of 3,000 holders
Holding Since
Jun 2024
9 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 Services holds $2,484,532 across 3 Utilities - Regulated Electric names. NEE ranks #2 (45.6% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132,057 | 12,898 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,129,885 | 12,165 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $898,493 | 11,192 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,285 | 123 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $754,109 | 10,863 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $739,595 | 10,433 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $618,111 | 8,622 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $657,727 | 7,781 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $490,713 | 6,930 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||