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AE Wealth Management LLC: NEE position timeline

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

AE Wealth Management LLC held 76,470 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,470 shares
    Change vs previous 13F -149,998 shares

    0.03% of the 13F portfolio, value $6,711,883.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 226,468 shares
    Change vs previous 13F +36,735 shares

    0.11% of the 13F portfolio, value $21,034,578.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 189,733 shares
    Change vs previous 13F +24,005 shares

    0.09% of the 13F portfolio, value $15,231,766.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 165,728 shares
    Change vs previous 13F +9,967 shares

    0.08% of the 13F portfolio, value $12,510,964.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 155,761 shares
    Change vs previous 13F +104,129 shares

    0.08% of the 13F portfolio, value $10,812,892.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 51,632 shares
    Change vs previous 13F -5,706 shares

    0.03% of the 13F portfolio, value $3,660,208.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 57,338 shares
    Change vs previous 13F -7,446 shares

    0.03% of the 13F portfolio, value $4,110,558.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 64,784 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,476,151.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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