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Gitterman Wealth Management, LLC: NEE position timeline

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

Gitterman Wealth Management, LLC held 28,917 NEE shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 28,917 shares
    Change vs previous 13F +1,791 shares

    0.5% of the 13F portfolio, value $2,182,897.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth 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 ended2025-06-30
    13F 27,126 shares
    Change vs previous 13F +5,152 shares

    0.44% of the 13F portfolio, value $1,883,059.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth 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 ended2025-03-31
    13F 21,974 shares
    Change vs previous 13F +57 shares

    0.41% of the 13F portfolio, value $1,557,683.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth 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 ended2024-12-31
    13F 21,917 shares
    Change vs previous 13F +781 shares

    0.66% of the 13F portfolio, value $1,571,126.

    13F-HR 0001172661-25-000607 filed by Gitterman Wealth 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 ended2024-09-30
    13F 21,136 shares
    Change vs previous 13F +213 shares

    0.74% of the 13F portfolio, value $1,786,763.

    13F-HR 0001172661-24-004642 filed by Gitterman Wealth 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 ended2024-06-30
    13F 20,923 shares
    Change vs previous 13F -950 shares

    0.57% of the 13F portfolio, value $1,481,509.

    13F-HR 0001172661-24-003220 filed by Gitterman Wealth 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 ended2024-03-31
    13F 21,873 shares
    Change vs previous 13F +5,407 shares

    0.54% of the 13F portfolio, value $1,397,920.

    13F-HR 0001172661-24-002066 filed by Gitterman Wealth 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 ended2023-12-31
    13F 16,466 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,000,130.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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