Castle Rock Wealth Management, LLC: NEE position timeline

Castle Rock Wealth Management, LLC held 4,439 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 4,439 shares

   Change vs previous 13F +39 shares

   0.07% of the 13F portfolio, value $345,709.

   13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
   Accepted 2026-10-09 20:50:07 UTC, ingested 2026-10-09 20:51:06 UTC

2. period ended2026-06-30

   13F 4,400 shares

   Change vs previous 13F -56 shares

   0.07% of the 13F portfolio, value $380,028.

   13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 4,456 shares

   Change vs previous 13F -66 shares

   0.09% of the 13F portfolio, value $415,076.

   13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 4,522 shares

   Change vs previous 13F +30 shares

   0.09% of the 13F portfolio, value $398,818.

   13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 4,492 shares

   Change vs previous 13F +15 shares

   0.08% of the 13F portfolio, value $349,882.

   13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 4,477 shares

   Change vs previous 13F +20 shares

   0.08% of the 13F portfolio, value $342,267.

   13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 4,457 shares

   Change vs previous 13F +30 shares

   0.09% of the 13F portfolio, value $316,157.

   13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 4,427 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $301,302.

   13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
   Filed 2025-03-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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