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Cyndeo Wealth Partners, LLC: NEE position timeline

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

Cyndeo Wealth Partners, LLC held 135,898 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,898 shares
    Change vs previous 13F +2,049 shares

    0.56% of the 13F portfolio, value $11,927,749.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 133,849 shares
    Change vs previous 13F +12,268 shares

    0.65% of the 13F portfolio, value $12,431,906.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 121,581 shares
    Change vs previous 13F +2,629 shares

    0.53% of the 13F portfolio, value $9,760,519.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 118,952 shares
    Change vs previous 13F -25 shares

    0.5% of the 13F portfolio, value $8,979,700.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 118,977 shares
    Change vs previous 13F +2,984 shares

    0.49% of the 13F portfolio, value $8,259,375.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 115,993 shares
    Change vs previous 13F -3,875 shares

    0.54% of the 13F portfolio, value $8,222,770.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, 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 119,868 shares
    Change vs previous 13F +9,186 shares

    0.58% of the 13F portfolio, value $8,593,318.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, 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 110,682 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,355,968.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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