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CAPTRUST FINANCIAL ADVISORS: NUW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on NUW, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 279,500 NUW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,500 shares
    Change vs previous 13F +6,938 shares

    0.01% of the 13F portfolio, value $4,019,211.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 272,562 shares
    Change vs previous 13F +2,106 shares

    0.01% of the 13F portfolio, value $3,900,437.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 270,456 shares
    Change vs previous 13F +24,666 shares

    0.01% of the 13F portfolio, value $3,870,229.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 245,790 shares
    Change vs previous 13F +23,319 shares

    0.01% of the 13F portfolio, value $3,485,306.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 222,471 shares
    Change vs previous 13F +20,983 shares

    0.01% of the 13F portfolio, value $3,043,404.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 201,488 shares
    Change vs previous 13F +18,586 shares

    0.01% of the 13F portfolio, value $2,768,443.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 182,902 shares
    Change vs previous 13F +20,973 shares

    0.01% of the 13F portfolio, value $2,483,810.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 161,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,302,629.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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