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HORAN Wealth, LLC: NEE position timeline

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

HORAN Wealth, LLC held 52,430 NEE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 52,430 shares
    Change vs previous 13F +1,300 shares

    0.58% of the 13F portfolio, value $4,601,771.

    13F-HR/A 0002072569-26-000007 filed by HORAN 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 51,130 shares
    Change vs previous 13F +1,266 shares

    0.45% of the 13F portfolio, value $4,690,436.

    13F-HR 0002072569-26-000003 filed by HORAN 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 49,864 shares
    Change vs previous 13F +373 shares

    0.62% of the 13F portfolio, value $4,003,080.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 49,491 shares
    Change vs previous 13F +3,266 shares

    0.59% of the 13F portfolio, value $3,736,049.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 46,225 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,208,912.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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