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Elevated Private Wealth, LLC: NEE position timeline

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

Elevated Private Wealth, LLC held 11,538 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,538 shares
    Change vs previous 13F -3,013 shares

    0.96% of the 13F portfolio, value $1,012,690.

    13F-HR 0002083411-26-000005 filed by Elevated Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 14,551 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,168,154.

    13F-HR 0002083411-26-000001 filed by Elevated Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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