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Evercore Wealth Management, LLC: NEE position timeline

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

Evercore Wealth Management, LLC held 176,414 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 176,414 shares
    Change vs previous 13F +1,557 shares

    0.22% of the 13F portfolio, value $15,483,857.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth 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 174,857 shares
    Change vs previous 13F +2,189 shares

    0.26% of the 13F portfolio, value $16,240,718.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth 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 172,668 shares
    Change vs previous 13F +5,049 shares

    0.2% of the 13F portfolio, value $13,861,787.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth 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 167,619 shares
    Change vs previous 13F +3,958 shares

    0.19% of the 13F portfolio, value $12,653,558.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth 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 163,661 shares
    Change vs previous 13F +16,409 shares

    0.18% of the 13F portfolio, value $11,361,347.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth 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 147,252 shares
    Change vs previous 13F -3,271 shares

    0.17% of the 13F portfolio, value $10,438,694.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth 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 150,523 shares
    Change vs previous 13F +1,488 shares

    0.16% of the 13F portfolio, value $10,790,994.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth 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 149,035 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $12,597,929.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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