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Bullock Wealth Management Group: NEE position timeline

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

Bullock Wealth Management Group held 4,617 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,617 shares
    Change vs previous 13F -818 shares

    0.15% of the 13F portfolio, value $352,489.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,435 shares
    Change vs previous 13F +32 shares

    0.2% of the 13F portfolio, value $469,435.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 5,403 shares
    Change vs previous 13F -5 shares

    0.25% of the 13F portfolio, value $501,711.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 5,408 shares
    Change vs previous 13F -13 shares

    0.21% of the 13F portfolio, value $434,188.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 5,421 shares
    Change vs previous 13F -7 shares

    0.21% of the 13F portfolio, value $426,435.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 5,428 shares
    Change vs previous 13F +23 shares

    0.21% of the 13F portfolio, value $396,555.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 5,405 shares
    Change vs previous 13F -830 shares

    0.21% of the 13F portfolio, value $383,311.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 6,235 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $447,018.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested