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Disclosery

Core Wealth Management, Inc.: NEE position timeline

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

Core Wealth Management, Inc. held 32,276 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,276 shares
    Change vs previous 13F -102 shares

    0.8% of the 13F portfolio, value $2,832,830.

    13F-HR 0001965150-26-000007 filed by Core Wealth Management, Inc.
    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 32,378 shares
    Change vs previous 13F -826 shares

    0.92% of the 13F portfolio, value $3,007,295.

    13F-HR 0001965150-26-000004 filed by Core Wealth Management, Inc.
    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 33,204 shares
    Change vs previous 13F -2,525 shares

    0.83% of the 13F portfolio, value $2,665,617.

    13F-HR 0001965150-26-000002 filed by Core Wealth Management, Inc.
    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 35,729 shares
    Change vs previous 13F +11,311 shares

    0.87% of the 13F portfolio, value $2,697,182.

    13F-HR 0001965150-25-000013 filed by Core Wealth Management, Inc.
    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 24,418 shares
    Change vs previous 13F +204 shares

    0.6% of the 13F portfolio, value $1,695,098.

    13F-HR 0001965150-25-000006 filed by Core Wealth Management, Inc.
    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 24,214 shares
    Change vs previous 13F -99 shares

    0.66% of the 13F portfolio, value $1,716,530.

    13F-HR 0001965150-25-000004 filed by Core Wealth Management, Inc.
    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 24,313 shares
    Change vs previous 13F -762 shares

    0.68% of the 13F portfolio, value $1,742,999.

    13F-HR 0001965150-25-000002 filed by Core Wealth Management, Inc.
    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 25,075 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,775,561.

    13F-HR 0001965150-24-000005 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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