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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: NEE position timeline

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

BALDWIN WEALTH PARTNERS LLC/MA held 250,538 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 250,538 shares
    Change vs previous 13F -3,259 shares

    1.25% of the 13F portfolio, value $18,975,748.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 253,797 shares
    Change vs previous 13F -837 shares

    1.46% of the 13F portfolio, value $22,275,763.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 254,634 shares
    Change vs previous 13F -31,076 shares

    1.72% of the 13F portfolio, value $23,650,406.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 285,710 shares
    Change vs previous 13F -1,823 shares

    1.47% of the 13F portfolio, value $22,936,759.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 287,533 shares
    Change vs previous 13F -5,647 shares

    1.41% of the 13F portfolio, value $21,705,829.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 293,180 shares
    Change vs previous 13F -1,428 shares

    1.38% of the 13F portfolio, value $20,352,555.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 294,608 shares
    Change vs previous 13F +3,094 shares

    1.47% of the 13F portfolio, value $20,884,759.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 291,514 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $20,898,620.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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