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AVISO WEALTH MANAGEMENT: NEE position timeline

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

AVISO WEALTH MANAGEMENT held 21,439 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,439 shares
    Change vs previous 13F +1,237 shares

    0.64% of the 13F portfolio, value $1,881,785.

    13F-HR 0002011802-26-000003 filed by AVISO 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 20,202 shares
    Change vs previous 13F +471 shares

    0.85% of the 13F portfolio, value $1,876,362.

    13F-HR 0002011802-26-000002 filed by AVISO 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 19,731 shares
    Change vs previous 13F +849 shares

    0.67% of the 13F portfolio, value $1,584,069.

    13F-HR 0002011802-26-000001 filed by AVISO 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 18,882 shares
    Change vs previous 13F -560 shares

    0.62% of the 13F portfolio, value $1,425,368.

    13F-HR 0002011802-25-000007 filed by AVISO 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 19,442 shares
    Change vs previous 13F +1,421 shares

    0.63% of the 13F portfolio, value $1,349,631.

    13F-HR 0002011802-25-000003 filed by AVISO 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 18,021 shares
    Change vs previous 13F +653 shares

    0.68% of the 13F portfolio, value $1,277,478.

    13F-HR 0002011802-25-000002 filed by AVISO 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 17,368 shares
    Change vs previous 13F +7,366 shares

    0.64% of the 13F portfolio, value $1,245,107.

    13F-HR 0002011802-25-000001 filed by AVISO 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 10,002 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $845,437.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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