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
- period ended2026-06-3013F/A 52,430 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 51,130 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 49,864 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 49,491 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 46,225 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).