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Disclosery

PETERSON WEALTH MANAGEMENT: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETERSON WEALTH MANAGEMENT on NEE, newest first. How the timeline and the estimate are built.

PETERSON WEALTH MANAGEMENT held 63,650 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,650 shares
    Change vs previous 13F +14,791 shares

    2.6% of the 13F portfolio, value $5,586,601.

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,859 shares
    Change vs previous 13F +2,530 shares

    2.63% of the 13F portfolio, value $4,538,067.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,329 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $3,719,329.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).