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Clay Northam Wealth Management, LLC: NEE position timeline

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

Clay Northam Wealth Management, LLC held 4,631 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,631 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $350,748.

    13F-HR 0001915687-26-000005 filed by Clay Northam Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,630 shares
    Change vs previous 13F -33 shares

    0.2% of the 13F portfolio, value $406,401.

    13F-HR 0001915687-26-000003 filed by Clay Northam Wealth Management, 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 4,663 shares
    Change vs previous 13F -5 shares

    0.24% of the 13F portfolio, value $433,070.

    13F-HR 0001915687-26-000002 filed by Clay Northam Wealth Management, 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 4,668 shares
    Change vs previous 13F -17 shares

    0.21% of the 13F portfolio, value $374,757.

    13F-HR 0001915687-26-000001 filed by Clay Northam Wealth Management, 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 4,685 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $353,635.

    13F-HR 0001915687-25-000002 filed by Clay Northam Wealth Management, 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 4,684 shares
    Change vs previous 13F -199 shares

    0.21% of the 13F portfolio, value $325,155.

    13F-HR 0001085146-25-003896 filed by Clay Northam Wealth Management, 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 4,883 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $346,174.

    13F-HR 0001085146-25-002329 filed by Clay Northam Wealth Management, 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 4,885 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $350,178.

    13F-HR 0001085146-25-000478 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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