Skip to content
Disclosery

EP Wealth Advisors, LLC: NEE position timeline

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

EP Wealth Advisors, LLC held 736,854 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 736,854 shares
    Change vs previous 13F +92,245 shares

    0.25% of the 13F portfolio, value $64,673,635.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 644,609 shares
    Change vs previous 13F -156,355 shares

    0.29% of the 13F portfolio, value $59,871,253.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 800,964 shares
    Change vs previous 13F -176,695 shares

    0.33% of the 13F portfolio, value $64,301,390.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 977,659 shares
    Change vs previous 13F -38,981 shares

    0.45% of the 13F portfolio, value $67,869,088.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,016,640 shares
    Change vs previous 13F -21,642 shares

    0.58% of the 13F portfolio, value $72,069,592.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,038,282 shares
    Change vs previous 13F -18,723 shares

    0.61% of the 13F portfolio, value $74,434,432.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,057,005 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $89,348,634.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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