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Disclosery

Accel Wealth Management: NEE position timeline

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

Accel Wealth Management held 9,097 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,097 shares
    Change vs previous 13F -620 shares

    0.18% of the 13F portfolio, value $798,446.

    13F-HR 0001838226-26-000004 filed by Accel 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 9,717 shares
    Change vs previous 13F -773 shares

    0.24% of the 13F portfolio, value $902,522.

    13F-HR 0001838226-26-000002 filed by Accel 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 10,490 shares
    Change vs previous 13F +2,302 shares

    0.23% of the 13F portfolio, value $842,099.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    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 8,188 shares
    Change vs previous 13F -307 shares

    0.18% of the 13F portfolio, value $618,143.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    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 8,495 shares
    Change vs previous 13F +39 shares

    0.2% of the 13F portfolio, value $589,733.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    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 8,456 shares
    Change vs previous 13F -159 shares

    0.22% of the 13F portfolio, value $599,440.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    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 8,615 shares
    Change vs previous 13F +145 shares

    0.23% of the 13F portfolio, value $617,623.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    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 8,470 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $715,988.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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