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Disclosery

Peterson Wealth Services: NEE position timeline

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

Peterson Wealth Services held 12,898 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,898 shares
    Change vs previous 13F +733 shares

    0.25% of the 13F portfolio, value $1,132,053.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 12,165 shares
    Change vs previous 13F +973 shares

    0.28% of the 13F portfolio, value $1,129,869.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 11,192 shares
    Change vs previous 13F +11,069 shares

    0.23% of the 13F portfolio, value $898,448.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 123 shares
    Change vs previous 13F -10,740 shares

    0.23% of the 13F portfolio, value $822,214.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,863 shares
    Change vs previous 13F +430 shares

    0.21% of the 13F portfolio, value $754,095.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,433 shares
    Change vs previous 13F +1,811 shares

    0.23% of the 13F portfolio, value $739,615.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,622 shares
    Change vs previous 13F +841 shares

    0.19% of the 13F portfolio, value $618,134.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,781 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $657,743.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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