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Alpha Cubed Investments, LLC: NEE position timeline

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

Alpha Cubed Investments, LLC held 898,899 NEE shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 898,899 shares
    Change vs previous 13F +19,601 shares

    2.47% of the 13F portfolio, value $72,163,572.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 879,298 shares
    Change vs previous 13F +75,746 shares

    2.31% of the 13F portfolio, value $66,378,214.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 803,552 shares
    Change vs previous 13F +131,308 shares

    2.12% of the 13F portfolio, value $55,782,607.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 672,244 shares
    Change vs previous 13F -23,979 shares

    2.13% of the 13F portfolio, value $47,655,348.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 696,223 shares
    Change vs previous 13F +39,215 shares

    2.28% of the 13F portfolio, value $49,912,207.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 657,008 shares
    Change vs previous 13F +64,275 shares

    2.47% of the 13F portfolio, value $55,536,875.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 592,733 shares
    Change vs previous 13F +95,063 shares

    2% of the 13F portfolio, value $41,971,438.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 497,670 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $31,806,089.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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