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Disclosery

Dakota Wealth Management: NEE position timeline

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

Dakota Wealth Management held 138,267 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,267 shares
    Change vs previous 13F -3,303 shares

    0.23% of the 13F portfolio, value $12,135,716.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 141,570 shares
    Change vs previous 13F -4,996 shares

    0.28% of the 13F portfolio, value $13,149,066.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 146,566 shares
    Change vs previous 13F +9,362 shares

    0.21% of the 13F portfolio, value $11,766,315.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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 137,204 shares
    Change vs previous 13F +1,184 shares

    0.21% of the 13F portfolio, value $10,357,530.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 136,020 shares
    Change vs previous 13F -8,096 shares

    0.2% of the 13F portfolio, value $9,442,501.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 144,116 shares
    Change vs previous 13F -5,238 shares

    0.24% of the 13F portfolio, value $10,216,384.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 149,354 shares
    Change vs previous 13F +443 shares

    0.25% of the 13F portfolio, value $10,707,188.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 148,911 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $12,587,411.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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