Skip to content
Disclosery

Madison Wealth Partners, Inc: NEE position timeline

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

Madison Wealth Partners, Inc held 5,732 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,732 shares
    Change vs previous 13F +439 shares

    0.06% of the 13F portfolio, value $503,058.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, Inc
    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 5,293 shares
    Change vs previous 13F -53 shares

    0.08% of the 13F portfolio, value $491,602.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, Inc
    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 5,346 shares
    Change vs previous 13F +345 shares

    0.08% of the 13F portfolio, value $429,214.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, Inc
    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 5,001 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $377,546.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, Inc
    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 4,976 shares
    Change vs previous 13F +393 shares

    0.08% of the 13F portfolio, value $345,461.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, Inc
    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 4,583 shares
    Change vs previous 13F +1,305 shares

    0.08% of the 13F portfolio, value $324,866.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, Inc
    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 3,278 shares
    Change vs previous 13F +88 shares

    0.07% of the 13F portfolio, value $235,000.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, Inc
    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 3,190 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $269,662.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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