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Disclosery

Florida Trust Wealth Management Co: NEE position timeline

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

Florida Trust Wealth Management Co held 276,800 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 276,800 shares
    Change vs previous 13F +13,178 shares

    0.6% of the 13F portfolio, value $24,294,736.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 263,622 shares
    Change vs previous 13F +1,090 shares

    0.69% of the 13F portfolio, value $24,485,211.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 262,532 shares
    Change vs previous 13F +2,079 shares

    0.58% of the 13F portfolio, value $21,076,069.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 260,453 shares
    Change vs previous 13F +1,627 shares

    0.56% of the 13F portfolio, value $19,661,597.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 258,826 shares
    Change vs previous 13F -6,314 shares

    0.55% of the 13F portfolio, value $17,967,701.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 265,140 shares
    Change vs previous 13F +1,954 shares

    0.61% of the 13F portfolio, value $18,795,774.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 263,186 shares
    Change vs previous 13F +1,170 shares

    0.6% of the 13F portfolio, value $18,867,804.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 262,016 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $22,148,212.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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