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Aspen Wealth Strategies, LLC: NEE position timeline

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

Aspen Wealth Strategies, LLC held 6,186 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,186 shares
    Change vs previous 13F +104 shares

    0.26% of the 13F portfolio, value $542,945.

    13F-HR 0001951757-26-001137 filed by Aspen Wealth Strategies, 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 6,082 shares
    Change vs previous 13F +354 shares

    0.3% of the 13F portfolio, value $564,896.

    13F-HR 0001951757-26-000805 filed by Aspen Wealth Strategies, 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 5,728 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $459,844.

    13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, 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 5,713 shares
    Change vs previous 13F -1,112 shares

    0.24% of the 13F portfolio, value $431,274.

    13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, 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 6,825 shares
    Change vs previous 13F -679 shares

    0.29% of the 13F portfolio, value $473,792.

    13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, 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 7,504 shares
    Change vs previous 13F +134 shares

    0.35% of the 13F portfolio, value $531,959.

    13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, 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 7,370 shares
    Change vs previous 13F +1,511 shares

    0.34% of the 13F portfolio, value $528,355.

    13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, 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 5,859 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $495,261.

    13F-HR 0001951757-24-001130 filed by Aspen Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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