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AAFMAA Wealth Management & Trust LLC: NEE position timeline

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

AAFMAA Wealth Management & Trust LLC held 14,012 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,012 shares
    Change vs previous 13F -2,412 shares

    0.43% of the 13F portfolio, value $1,229,834.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    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 16,424 shares
    Change vs previous 13F -9,897 shares

    0.59% of the 13F portfolio, value $1,525,461.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    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 26,321 shares
    Change vs previous 13F -1,098 shares

    0.83% of the 13F portfolio, value $2,113,050.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    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 27,419 shares
    Change vs previous 13F -137 shares

    0.82% of the 13F portfolio, value $2,069,860.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    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 27,556 shares
    Change vs previous 13F +8,021 shares

    0.79% of the 13F portfolio, value $1,912,937.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    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 19,535 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,384,836.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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