Skip to content
Disclosery

Marion Wealth Management: NEE position timeline

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

Marion Wealth Management held 20,397 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,397 shares
    Change vs previous 13F -142 shares

    0.37% of the 13F portfolio, value $1,790,236.

    13F-HR 0001911097-26-000003 filed by Marion Wealth Management
    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 20,539 shares
    Change vs previous 13F -562 shares

    0.42% of the 13F portfolio, value $1,907,675.

    13F-HR 0001911097-26-000002 filed by Marion Wealth Management
    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 21,101 shares
    Change vs previous 13F +125 shares

    0.4% of the 13F portfolio, value $1,789,588.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    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 20,976 shares
    Change vs previous 13F +184 shares

    0.38% of the 13F portfolio, value $1,583,511.

    13F-HR 0001911097-25-000006 filed by Marion Wealth Management
    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 20,792 shares
    Change vs previous 13F +355 shares

    0.36% of the 13F portfolio, value $1,443,404.

    13F-HR 0001911097-25-000004 filed by Marion Wealth Management
    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 20,437 shares
    Change vs previous 13F +419 shares

    0.39% of the 13F portfolio, value $1,448,802.

    13F-HR 0001911097-25-000002 filed by Marion Wealth Management
    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 20,018 shares
    Change vs previous 13F +347 shares

    0.38% of the 13F portfolio, value $1,435,119.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    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 19,671 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,662,792.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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