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Disclosery

Mattern Wealth Management LLC: NEE position timeline

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

Mattern Wealth Management LLC held 19,517 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,517 shares
    Change vs previous 13F +2,831 shares

    0.28% of the 13F portfolio, value $1,712,980.

    13F-HR 0001725547-26-000247 filed by Mattern 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 16,686 shares
    Change vs previous 13F -234 shares

    0.3% of the 13F portfolio, value $1,549,767.

    13F-HR 0001725547-26-000157 filed by Mattern 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 16,920 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,358,340.

    13F-HR 0001725547-26-000031 filed by Mattern 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 16,920 shares
    Change vs previous 13F -936 shares

    0.25% of the 13F portfolio, value $1,277,293.

    13F-HR 0001725547-25-004127 filed by Mattern 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 17,856 shares
    Change vs previous 13F -355 shares

    0.26% of the 13F portfolio, value $1,239,535.

    13F-HR 0001725547-25-003471 filed by Mattern 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 18,211 shares
    Change vs previous 13F -323 shares

    0.29% of the 13F portfolio, value $1,291,004.

    13F-HR 0001725547-25-001445 filed by Mattern 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 18,534 shares
    Change vs previous 13F -555 shares

    0.29% of the 13F portfolio, value $1,328,687.

    13F-HR 0001725547-25-000150 filed by Mattern 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 19,089 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,613,611.

    13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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