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Legacy Wealth Management, LLC / MS: NEE position timeline

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

Legacy Wealth Management, LLC / MS held 4,772 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,772 shares
    Change vs previous 13F +16 shares

    0.11% of the 13F portfolio, value $418,854.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 4,756 shares
    Change vs previous 13F +31 shares

    0.13% of the 13F portfolio, value $441,738.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 4,725 shares
    Change vs previous 13F +57 shares

    0.1% of the 13F portfolio, value $379,359.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 4,668 shares
    Change vs previous 13F +974 shares

    0.11% of the 13F portfolio, value $352,360.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 3,694 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $256,437.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 3,694 shares
    Change vs previous 13F -1,188 shares

    0.09% of the 13F portfolio, value $261,868.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 4,882 shares
    Change vs previous 13F +494 shares

    0.14% of the 13F portfolio, value $349,991.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 4,388 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $370,918.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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