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Disclosery

Connecticut Wealth Management, LLC: NEE position timeline

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

Connecticut Wealth Management, LLC held 28,973 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 28,973 shares
    Change vs previous 13F -1,731 shares

    0.08% of the 13F portfolio, value $2,194,431.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,704 shares
    Change vs previous 13F +1,107 shares

    0.1% of the 13F portfolio, value $2,694,880.

    13F-HR 0001689829-26-000003 filed by Connecticut 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 29,597 shares
    Change vs previous 13F -554 shares

    0.12% of the 13F portfolio, value $2,748,930.

    13F-HR 0001214659-26-005373 filed by Connecticut 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 30,151 shares
    Change vs previous 13F +1,210 shares

    0.11% of the 13F portfolio, value $2,420,552.

    13F-HR 0001214659-26-001526 filed by Connecticut 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 28,941 shares
    Change vs previous 13F +5,232 shares

    0.1% of the 13F portfolio, value $2,184,727.

    13F-HR 0001214659-25-016356 filed by Connecticut 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 23,709 shares
    Change vs previous 13F -377 shares

    0.08% of the 13F portfolio, value $1,645,911.

    13F-HR 0001214659-25-012283 filed by Connecticut 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 24,086 shares
    Change vs previous 13F -379 shares

    0.09% of the 13F portfolio, value $1,707,458.

    13F-HR 0001689829-25-000002 filed by Connecticut 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 24,465 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,753,895.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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