Skip to content
Disclosery

CJM Wealth Advisers, Ltd.: NEE position timeline

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

CJM Wealth Advisers, Ltd. held 14,085 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,085 shares
    Change vs previous 13F +155 shares

    0.32% of the 13F portfolio, value $1,236,216.

    13F-HR 0001992748-26-000003 filed by CJM Wealth Advisers, Ltd.
    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 13,930 shares
    Change vs previous 13F +108 shares

    0.39% of the 13F portfolio, value $1,293,815.

    13F-HR 0001992748-26-000002 filed by CJM Wealth Advisers, Ltd.
    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 13,822 shares
    Change vs previous 13F +99 shares

    0.33% of the 13F portfolio, value $1,109,651.

    13F-HR 0001992748-26-000001 filed by CJM Wealth Advisers, Ltd.
    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 13,723 shares
    Change vs previous 13F +75 shares

    0.32% of the 13F portfolio, value $1,035,942.

    13F-HR 0001992748-25-000006 filed by CJM Wealth Advisers, Ltd.
    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 13,648 shares
    Change vs previous 13F +71 shares

    0.32% of the 13F portfolio, value $947,455.

    13F-HR 0001992748-25-000004 filed by CJM Wealth Advisers, Ltd.
    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 13,577 shares
    Change vs previous 13F +9,269 shares

    0.34% of the 13F portfolio, value $962,459.

    13F-HR 0001992748-25-000002 filed by CJM Wealth Advisers, Ltd.
    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 4,308 shares
    Change vs previous 13F -153 shares

    0.1% of the 13F portfolio, value $308,841.

    13F-HR 0001992748-25-000001 filed by CJM Wealth Advisers, Ltd.
    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 4,461 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $377,088.

    13F-HR 0001992748-24-000005 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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