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Disclosery

Formidable Asset Management, LLC: NEE position timeline

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

Formidable Asset Management, LLC held 62,702 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,702 shares
    Change vs previous 13F -183 shares

    0.93% of the 13F portfolio, value $5,823,738.

    13F-HR 0001592613-26-000003 filed by Formidable Asset 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 ended2026-03-31
    13F 62,885 shares
    Change vs previous 13F -906 shares

    0.78% of the 13F portfolio, value $5,048,422.

    13F-HR 0001592613-26-000002 filed by Formidable Asset 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 ended2025-12-31
    13F 63,791 shares
    Change vs previous 13F +368 shares

    0.7% of the 13F portfolio, value $4,815,608.

    13F-HR 0001592613-26-000001 filed by Formidable Asset 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 ended2025-09-30
    13F 63,423 shares
    Change vs previous 13F -46 shares

    0.69% of the 13F portfolio, value $4,402,827.

    13F-HR 0001592613-25-000008 filed by Formidable Asset 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 ended2025-06-30
    13F 63,469 shares
    Change vs previous 13F -137 shares

    0.75% of the 13F portfolio, value $4,499,311.

    13F-HR 0001592613-25-000004 filed by Formidable Asset 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 ended2025-03-31
    13F 63,606 shares
    Change vs previous 13F +325 shares

    0.75% of the 13F portfolio, value $4,509,058.

    13F-HR 0001592613-25-000002 filed by Formidable Asset 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 ended2024-12-31
    13F 63,281 shares
    Change vs previous 13F +151 shares

    0.75% of the 13F portfolio, value $4,536,601.

    13F-HR 0001592613-25-000001 filed by Formidable Asset 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 ended2024-09-30
    13F 63,130 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,336,355.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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