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Disclosery

Facet Wealth, Inc.: NEE position timeline

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

Facet Wealth, Inc. held 11,230 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,230 shares
    Change vs previous 13F +1,353 shares

    0.01% of the 13F portfolio, value $985,673.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    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 9,877 shares
    Change vs previous 13F +1,498 shares

    0.02% of the 13F portfolio, value $917,371.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    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 8,379 shares
    Change vs previous 13F +1,695 shares

    0.01% of the 13F portfolio, value $733,745.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    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 6,684 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $504,571.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    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 6,438 shares
    Change vs previous 13F +1,067 shares

    0.01% of the 13F portfolio, value $457,481.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    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 5,371 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $355,020.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    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 5,464 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $373,026.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    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 5,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $422,392.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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