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Disclosery

Alaethes Wealth, LLC: NEE position timeline

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

Alaethes Wealth, LLC held 28,430 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,430 shares
    Change vs previous 13F +13 shares

    0.73% of the 13F portfolio, value $2,495,301.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 28,417 shares
    Change vs previous 13F +109 shares

    0.76% of the 13F portfolio, value $2,639,371.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 28,308 shares
    Change vs previous 13F -138 shares

    0.64% of the 13F portfolio, value $2,272,566.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 28,446 shares
    Change vs previous 13F +3,694 shares

    0.61% of the 13F portfolio, value $2,147,389.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, 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 24,752 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,718,284.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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