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Disclosery

CapWealth Advisors, LLC: NEE position timeline

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

CapWealth Advisors, LLC held 355,050 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 355,050 shares
    Change vs previous 13F -992 shares

    2.03% of the 13F portfolio, value $26,891,487.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 356,042 shares
    Change vs previous 13F +87,624 shares

    2.14% of the 13F portfolio, value $31,249,806.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 268,418 shares
    Change vs previous 13F +369 shares

    1.85% of the 13F portfolio, value $24,930,664.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 268,049 shares
    Change vs previous 13F +2,147 shares

    1.47% of the 13F portfolio, value $21,518,974.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 265,902 shares
    Change vs previous 13F +4,572 shares

    1.38% of the 13F portfolio, value $20,072,942.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 261,330 shares
    Change vs previous 13F +203,193 shares

    1.79% of the 13F portfolio, value $18,141,529.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,137 shares
    Change vs previous 13F +1,914 shares

    0.45% of the 13F portfolio, value $4,121,332.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 56,223 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,030,627.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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