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Hennion & Walsh Asset Management, Inc.: NEE position timeline

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

Hennion & Walsh Asset Management, Inc. held 69,111 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 69,111 shares
    Change vs previous 13F -8,912 shares

    0.15% of the 13F portfolio, value $5,234,467.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,023 shares
    Change vs previous 13F -12,720 shares

    0.2% of the 13F portfolio, value $6,848,079.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 90,743 shares
    Change vs previous 13F -5,512 shares

    0.28% of the 13F portfolio, value $8,428,210.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 96,255 shares
    Change vs previous 13F +18,595 shares

    0.27% of the 13F portfolio, value $7,727,351.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 77,660 shares
    Change vs previous 13F +19,654 shares

    0.21% of the 13F portfolio, value $5,862,553.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 58,006 shares
    Change vs previous 13F +17,712 shares

    0.16% of the 13F portfolio, value $4,026,777.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 40,294 shares
    Change vs previous 13F +19,937 shares

    0.13% of the 13F portfolio, value $2,856,442.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,357 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,459,393.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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