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Disclosery

Fidato Wealth LLC: NEE position timeline

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

Fidato Wealth LLC held 3,971 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,971 shares
    Change vs previous 13F -82 shares

    0.2% of the 13F portfolio, value $348,535.

    13F-HR 0001172661-26-003019 filed by Fidato 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 ended2026-03-31
    13F 4,053 shares
    Change vs previous 13F +5 shares

    0.24% of the 13F portfolio, value $376,443.

    13F-HR 0001711360-26-000003 filed by Fidato Wealth 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 4,048 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $324,973.

    13F-HR 0001711360-26-000001 filed by Fidato Wealth 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 4,048 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $305,584.

    13F-HR 0001711360-25-000007 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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