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Disclosery

HCR Wealth Advisors: NEE position timeline

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

HCR Wealth Advisors held 36,143 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,143 shares
    Change vs previous 13F -1,015 shares

    0.28% of the 13F portfolio, value $3,172,350.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 37,158 shares
    Change vs previous 13F -2,328 shares

    0.36% of the 13F portfolio, value $3,451,319.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 39,486 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $3,170,009.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 39,486 shares
    Change vs previous 13F -525 shares

    0.32% of the 13F portfolio, value $3,087,086.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 40,011 shares
    Change vs previous 13F -343 shares

    0.33% of the 13F portfolio, value $2,777,626.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 40,354 shares
    Change vs previous 13F -62 shares

    0.37% of the 13F portfolio, value $2,860,759.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 40,416 shares
    Change vs previous 13F -327 shares

    0.36% of the 13F portfolio, value $2,897,488.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 40,743 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,444,060.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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