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JGP Wealth Management, LLC: NEE position timeline

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

JGP Wealth Management, LLC held 143,678 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,678 shares
    Change vs previous 13F +541 shares

    1.13% of the 13F portfolio, value $12,610,653.

    13F-HR 0001748278-26-000004 filed by JGP 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 143,137 shares
    Change vs previous 13F -25,648 shares

    1.38% of the 13F portfolio, value $13,294,572.

    13F-HR 0001748278-26-000003 filed by JGP 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 168,785 shares
    Change vs previous 13F -3,505 shares

    1.41% of the 13F portfolio, value $13,550,061.

    13F-HR 0001748278-26-000002 filed by JGP 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 172,290 shares
    Change vs previous 13F +1,401 shares

    1.49% of the 13F portfolio, value $13,469,657.

    13F-HR 0001748278-25-000004 filed by JGP 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 170,889 shares
    Change vs previous 13F +30 shares

    1.44% of the 13F portfolio, value $11,863,107.

    13F-HR 0001085146-25-004190 filed by JGP 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 170,859 shares
    Change vs previous 13F -7,080 shares

    1.59% of the 13F portfolio, value $12,112,202.

    13F-HR 0001085146-25-001945 filed by JGP 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 177,939 shares
    Change vs previous 13F +2,343 shares

    1.65% of the 13F portfolio, value $12,756,458.

    13F-HR 0001085146-25-000202 filed by JGP 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 175,596 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $14,843,118.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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