Skip to content
Disclosery

Apexium Financial, LP: NEE position timeline

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

Apexium Financial, LP held 2,960 NEE shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,960 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $223,422.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,947 shares
    Change vs previous 13F -1,031 shares

    0.01% of the 13F portfolio, value $204,597.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,978 shares
    Change vs previous 13F -341 shares

    0.02% of the 13F portfolio, value $282,006.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,319 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $309,638.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,654 shares
    Change vs previous 13F -172 shares

    0.03% of the 13F portfolio, value $393,408.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,826 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $341,761.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,784 shares
    Change vs previous 13F -2,539 shares

    0.02% of the 13F portfolio, value $305,750.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 7,323 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $444,820.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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