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Disclosery

Executive Wealth Management, LLC: NEE position timeline

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

Executive Wealth Management, LLC held 105,466 NEE shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 105,466 shares
    Change vs previous 13F +21,299 shares

    0.59% of the 13F portfolio, value $7,560,859.

    13F-HR 0001964047-25-000002 filed by Executive 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 ended2024-09-30
    13F/A 84,167 shares
    Change vs previous 13F -1,126 shares

    0.56% of the 13F portfolio, value $7,114,602.

    13F-HR/A 0001542611-24-000007 filed by Executive 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 ended2024-06-30
    13F/A 85,293 shares
    Change vs previous 13F -9,109 shares

    1.11% of the 13F portfolio, value $6,039,602.

    13F-HR/A 0001815355-24-000013 filed by Executive 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 ended2024-03-31
    13F 94,402 shares
    Change vs previous 13F -17,549 shares

    0.52% of the 13F portfolio, value $5,983,171.

    13F-HR 0001542611-24-000004 filed by Executive 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 ended2023-12-31
    13F 111,951 shares
    Change vs previous 13F +12,469 shares

    0.64% of the 13F portfolio, value $6,799,962.

    13F-HR 0001542611-24-000001 filed by Executive 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 ended2023-09-30
    13F 99,482 shares
    Change vs previous 13F +2,417 shares

    0.59% of the 13F portfolio, value $5,699,380.

    13F-HR 0001542611-23-000009 filed by Executive 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 ended2023-06-30
    13F 97,065 shares
    Change vs previous 13F +15,906 shares

    0.75% of the 13F portfolio, value $7,202,245.

    13F-HR 0001542611-23-000006 filed by Executive 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 ended2023-03-31
    13F/A 81,159 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,255,743.

    13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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