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Disclosery

BKM Wealth Management, LLC: NEE position timeline

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

BKM Wealth Management, LLC held 22,912 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,912 shares
    Change vs previous 13F +2,997 shares

    0.71% of the 13F portfolio, value $2,011,007.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, 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 19,915 shares
    Change vs previous 13F -1,503 shares

    0.68% of the 13F portfolio, value $1,849,725.

    13F-HR 0002007263-26-000002 filed by BKM Wealth Management, 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 21,418 shares
    Change vs previous 13F -541 shares

    0.63% of the 13F portfolio, value $1,719,452.

    13F-HR 0002007263-26-000001 filed by BKM Wealth Management, 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 21,959 shares
    Change vs previous 13F -932 shares

    0.61% of the 13F portfolio, value $1,657,696.

    13F-HR 0002007263-25-000007 filed by BKM Wealth Management, 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 22,891 shares
    Change vs previous 13F -387 shares

    0.62% of the 13F portfolio, value $1,589,101.

    13F-HR 0002007263-25-000005 filed by BKM Wealth Management, 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 23,278 shares
    Change vs previous 13F -594 shares

    0.68% of the 13F portfolio, value $1,650,183.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, 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 23,872 shares
    Change vs previous 13F +3,539 shares

    0.7% of the 13F portfolio, value $1,711,387.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, 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 20,333 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,718,751.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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