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Disclosery

GENTRY PRIVATE WEALTH, LLC: NEE position timeline

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

GENTRY PRIVATE WEALTH, LLC held 9,217 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,217 shares
    Change vs previous 13F +1,045 shares

    0.42% of the 13F portfolio, value $808,976.

    13F-HR 0001765380-26-000279 filed by GENTRY PRIVATE 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 ended2026-03-31
    13F 8,172 shares
    Change vs previous 13F +3,055 shares

    0.46% of the 13F portfolio, value $759,015.

    13F-HR 0001765380-26-000166 filed by GENTRY PRIVATE 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 ended2025-12-31
    13F 5,117 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $410,793.

    13F-HR 0001765380-26-000043 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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