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Boomfish Wealth Group, LLC: NEE position timeline

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

Boomfish Wealth Group, LLC held 22,808 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,808 shares
    Change vs previous 13F -222 shares

    0.91% of the 13F portfolio, value $2,001,858.

    13F-HR 0001437749-26-025568 filed by Boomfish Wealth Group, 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 23,030 shares
    Change vs previous 13F +428 shares

    1.14% of the 13F portfolio, value $2,139,015.

    13F-HR 0001437749-26-013018 filed by Boomfish Wealth Group, 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 22,602 shares
    Change vs previous 13F -966 shares

    0.97% of the 13F portfolio, value $1,814,454.

    13F-HR 0001437749-26-001622 filed by Boomfish Wealth Group, 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 23,568 shares
    Change vs previous 13F +350 shares

    0.96% of the 13F portfolio, value $1,779,167.

    13F-HR 0001437749-25-032225 filed by Boomfish Wealth Group, 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 23,218 shares
    Change vs previous 13F +996 shares

    0.93% of the 13F portfolio, value $1,611,786.

    13F-HR 0001437749-25-023367 filed by Boomfish Wealth Group, 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 22,222 shares
    Change vs previous 13F +1,298 shares

    1.02% of the 13F portfolio, value $1,575,286.

    13F-HR 0001437749-25-012338 filed by Boomfish Wealth Group, 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 20,924 shares
    Change vs previous 13F +1,545 shares

    0.91% of the 13F portfolio, value $1,500,057.

    13F-HR 0001437749-25-001706 filed by Boomfish Wealth Group, 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 19,379 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,638,100.

    13F-HR 0001437749-24-031154 filed by Boomfish Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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