Skip to content
Disclosery

HFR Wealth Management, LLC: NEE position timeline

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

HFR Wealth Management, LLC held 130,427 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,427 shares
    Change vs previous 13F -1,153 shares

    2.79% of the 13F portfolio, value $11,447,538.

    13F-HR 0001877822-26-000006 filed by HFR 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 ended2026-03-31
    13F 131,580 shares
    Change vs previous 13F -2,190 shares

    3% of the 13F portfolio, value $12,221,121.

    13F-HR 0001877822-26-000004 filed by HFR 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 ended2025-12-31
    13F 133,770 shares
    Change vs previous 13F +1,168 shares

    2.54% of the 13F portfolio, value $10,739,052.

    13F-HR 0001877822-26-000002 filed by HFR 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 ended2025-09-30
    13F 132,602 shares
    Change vs previous 13F +1,731 shares

    2.29% of the 13F portfolio, value $10,010,151.

    13F-HR 0001877822-25-000011 filed by HFR 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 ended2025-06-30
    13F 130,871 shares
    Change vs previous 13F +2,210 shares

    2.19% of the 13F portfolio, value $9,085,088.

    13F-HR 0001877822-25-000006 filed by HFR 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 ended2025-03-31
    13F 128,661 shares
    Change vs previous 13F +1,021 shares

    2.22% of the 13F portfolio, value $9,120,802.

    13F-HR 0001877822-25-000004 filed by HFR 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 ended2024-12-31
    13F 127,640 shares
    Change vs previous 13F +1,799 shares

    2.26% of the 13F portfolio, value $9,150,536.

    13F-HR 0001877822-25-000002 filed by HFR 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 ended2024-09-30
    13F 125,841 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $10,637,369.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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