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Modern Wealth Management, LLC: NEE position timeline

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

Modern Wealth Management, LLC held 273,000 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,000 shares
    Change vs previous 13F +8,496 shares

    0.29% of the 13F portfolio, value $23,961,228.

    13F-HR 0002001900-26-000007 filed by Modern 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 264,504 shares
    Change vs previous 13F +1,239 shares

    0.42% of the 13F portfolio, value $24,559,191.

    13F-HR 0002001900-26-000006 filed by Modern 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 263,265 shares
    Change vs previous 13F +6,066 shares

    0.39% of the 13F portfolio, value $21,134,946.

    13F-HR 0002001900-26-000001 filed by Modern 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 257,199 shares
    Change vs previous 13F +11,181 shares

    0.38% of the 13F portfolio, value $19,415,978.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 246,018 shares
    Change vs previous 13F +34,375 shares

    0.42% of the 13F portfolio, value $17,078,498.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 211,643 shares
    Change vs previous 13F +10,638 shares

    0.48% of the 13F portfolio, value $15,003,428.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 201,005 shares
    Change vs previous 13F +185,101 shares

    0.54% of the 13F portfolio, value $14,410,042.

    13F-HR/A 0002001900-25-000017 filed by Modern 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/A 15,904 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,344,381.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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