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Centric Wealth Management: NEE position timeline

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

Centric Wealth Management held 11,405 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,405 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,089,292.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 11,405 shares
    Change vs previous 13F -1,070 shares

    0.22% of the 13F portfolio, value $1,089,292.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 12,475 shares
    Change vs previous 13F -612 shares

    0.23% of the 13F portfolio, value $1,076,952.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 13,087 shares
    Change vs previous 13F +81 shares

    0.24% of the 13F portfolio, value $1,065,295.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 13,006 shares
    Change vs previous 13F +136 shares

    0.22% of the 13F portfolio, value $941,795.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 12,870 shares
    Change vs previous 13F +593 shares

    0.24% of the 13F portfolio, value $912,335.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 12,277 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $880,138.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 12,277 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $914,882.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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