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Disclosery

GDS Wealth Management: NEE position timeline

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

GDS Wealth Management held 4,920 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,920 shares
    Change vs previous 13F +208 shares

    0.02% of the 13F portfolio, value $431,828.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 4,712 shares
    Change vs previous 13F -238 shares

    0.03% of the 13F portfolio, value $437,651.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 4,950 shares
    Change vs previous 13F +1,100 shares

    0.02% of the 13F portfolio, value $397,386.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 3,850 shares
    Change vs previous 13F +649 shares

    0.02% of the 13F portfolio, value $290,637.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 3,201 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $222,213.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 3,201 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $226,919.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 3,081 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $220,877.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 3,081 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $260,437.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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