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Disclosery

FULLCIRCLE WEALTH LLC: NEE position timeline

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

FULLCIRCLE WEALTH LLC held 16,159 NEE shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,159 shares
    Change vs previous 13F +2,602 shares

    0.46% of the 13F portfolio, value $1,319,996.

    13F-HR 0002030910-25-000007 filed by FULLCIRCLE 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 ended2025-06-30
    13F 13,557 shares
    Change vs previous 13F -283 shares

    0.36% of the 13F portfolio, value $956,147.

    13F-HR 0002030910-25-000005 filed by FULLCIRCLE 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 ended2025-03-31
    13F 13,840 shares
    Change vs previous 13F +71 shares

    0.38% of the 13F portfolio, value $916,043.

    13F-HR 0002030910-25-000003 filed by FULLCIRCLE 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 ended2024-12-31
    13F 13,769 shares
    Change vs previous 13F -551 shares

    0.39% of the 13F portfolio, value $944,526.

    13F-HR 0002030910-25-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,320 shares
    Change vs previous 13F +563 shares

    0.53% of the 13F portfolio, value $1,186,665.

    13F-HR 0002030910-24-000004 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,757 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,037,385.

    13F-HR 0002030910-24-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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