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BURLING WEALTH PARTNERS, LLC: NEE position timeline

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

BURLING WEALTH PARTNERS, LLC held 91,184 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 91,184 shares
    Change vs previous 13F +3,045 shares

    1.17% of the 13F portfolio, value $8,003,226.

    13F-HR 0001765380-26-000265 filed by BURLING WEALTH PARTNERS, 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 88,139 shares
    Change vs previous 13F +2,079 shares

    1.32% of the 13F portfolio, value $8,186,360.

    13F-HR 0001765380-26-000191 filed by BURLING WEALTH PARTNERS, 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 86,060 shares
    Change vs previous 13F +10,683 shares

    1.07% of the 13F portfolio, value $6,908,905.

    13F-HR 0001765380-26-000069 filed by BURLING WEALTH PARTNERS, 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 75,377 shares
    Change vs previous 13F +5,392 shares

    0.94% of the 13F portfolio, value $5,690,218.

    13F-HR 0001765380-25-000450 filed by BURLING WEALTH PARTNERS, 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 69,985 shares
    Change vs previous 13F +6,143 shares

    0.9% of the 13F portfolio, value $4,858,366.

    13F-HR 0001765380-25-000314 filed by BURLING WEALTH PARTNERS, 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 63,842 shares
    Change vs previous 13F +4,926 shares

    0.95% of the 13F portfolio, value $4,525,767.

    13F-HR 0001765380-25-000162 filed by BURLING WEALTH PARTNERS, 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 58,916 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,223,695.

    13F-HR 0001765380-25-000107 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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