Skip to content
Disclosery

Fingerlakes Wealth Management, Inc.: NEE position timeline

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

Fingerlakes Wealth Management, Inc. held 16,669 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,669 shares
    Change vs previous 13F +116 shares

    0.79% of the 13F portfolio, value $1,463,073.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 16,553 shares
    Change vs previous 13F +106 shares

    1.02% of the 13F portfolio, value $1,537,480.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 16,447 shares
    Change vs previous 13F +232 shares

    0.84% of the 13F portfolio, value $1,320,372.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, 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 16,215 shares
    Change vs previous 13F +124 shares

    0.8% of the 13F portfolio, value $1,224,054.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 16,091 shares
    Change vs previous 13F +150 shares

    0.83% of the 13F portfolio, value $1,117,046.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 15,941 shares
    Change vs previous 13F +37 shares

    0.96% of the 13F portfolio, value $1,130,023.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 15,904 shares
    Change vs previous 13F +81 shares

    0.92% of the 13F portfolio, value $1,140,128.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, 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 15,823 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,337,520.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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