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MISSION WEALTH MANAGEMENT, LP: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on NEE, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 44,927 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,927 shares
    Change vs previous 13F +7,265 shares

    0.05% of the 13F portfolio, value $3,943,255.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 37,662 shares
    Change vs previous 13F +3,036 shares

    0.07% of the 13F portfolio, value $3,498,011.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 34,626 shares
    Change vs previous 13F -385 shares

    0.06% of the 13F portfolio, value $2,779,771.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 35,011 shares
    Change vs previous 13F -5,278 shares

    0.05% of the 13F portfolio, value $2,642,973.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 40,289 shares
    Change vs previous 13F +4,469 shares

    0.06% of the 13F portfolio, value $2,796,846.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 35,820 shares
    Change vs previous 13F -1,091 shares

    0.06% of the 13F portfolio, value $2,539,273.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 36,911 shares
    Change vs previous 13F -1,420 shares

    0.06% of the 13F portfolio, value $2,646,177.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 38,331 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,240,151.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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