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Cresset Asset Management, LLC: NEE position timeline

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

Cresset Asset Management, LLC held 296,249 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,249 shares
    Change vs previous 13F -7,680 shares

    0.09% of the 13F portfolio, value $26,001,798.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    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 303,929 shares
    Change vs previous 13F -47,306 shares

    0.12% of the 13F portfolio, value $28,228,929.

    13F-HR 0001172661-26-002185 filed by Cresset Asset 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 ended2025-12-31
    13F 351,235 shares
    Change vs previous 13F -1,372 shares

    0.12% of the 13F portfolio, value $28,197,154.

    13F-HR 0001172661-26-001073 filed by Cresset Asset 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 ended2025-09-30
    13F/A 352,607 shares
    Change vs previous 13F +63,073 shares

    0.12% of the 13F portfolio, value $26,618,299.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset 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 ended2025-06-30
    13F/A 289,534 shares
    Change vs previous 13F -3,093 shares

    0.1% of the 13F portfolio, value $20,099,459.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset 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 ended2025-03-31
    13F 292,627 shares
    Change vs previous 13F +5,327 shares

    0.1% of the 13F portfolio, value $20,744,316.

    13F-HR 0001172661-25-001764 filed by Cresset Asset 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 ended2024-12-31
    13F 287,300 shares
    Change vs previous 13F -129,270 shares

    0.1% of the 13F portfolio, value $20,596,513.

    13F-HR 0001172661-25-000925 filed by Cresset Asset 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 ended2024-09-30
    13F 416,570 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $35,212,682.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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