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Aries Wealth Management: NEE position timeline

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

Aries Wealth Management held 14,114 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,114 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,238,786.

    13F-HR 0001172661-26-002775 filed by Aries 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 14,114 shares
    Change vs previous 13F -10 shares

    0.29% of the 13F portfolio, value $1,310,908.

    13F-HR 0001172661-26-001991 filed by Aries 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 14,124 shares
    Change vs previous 13F -799 shares

    0.25% of the 13F portfolio, value $1,133,875.

    13F-HR 0001172661-26-000402 filed by Aries 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 14,923 shares
    Change vs previous 13F -407 shares

    0.27% of the 13F portfolio, value $1,126,537.

    13F-HR 0001172661-25-004662 filed by Aries 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 15,330 shares
    Change vs previous 13F -1,431 shares

    0.28% of the 13F portfolio, value $1,064,209.

    13F-HR 0001085146-25-004192 filed by Aries 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 16,761 shares
    Change vs previous 13F +1,098 shares

    0.32% of the 13F portfolio, value $1,188,187.

    13F-HR 0001085146-25-002137 filed by Aries 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 15,663 shares
    Change vs previous 13F -175 shares

    0.31% of the 13F portfolio, value $1,122,880.

    13F-HR 0001085146-25-000630 filed by Aries 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 15,838 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,338,786.

    13F-HR 0001085146-24-005257 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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