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Disclosery

NewEdge Wealth, LLC: NEE position timeline

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

NewEdge Wealth, LLC held 107,595 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,595 shares
    Change vs previous 13F -4,561 shares

    0.1% of the 13F portfolio, value $9,443,582.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 112,156 shares
    Change vs previous 13F -14,695 shares

    0.12% of the 13F portfolio, value $10,417,043.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 126,851 shares
    Change vs previous 13F +20,751 shares

    0.12% of the 13F portfolio, value $10,183,579.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 106,100 shares
    Change vs previous 13F +8,865 shares

    0.12% of the 13F portfolio, value $8,715,028.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 97,235 shares
    Change vs previous 13F +8,078 shares

    0.11% of the 13F portfolio, value $7,057,325.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 89,157 shares
    Change vs previous 13F -27,251 shares

    0.11% of the 13F portfolio, value $6,320,326.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 116,408 shares
    Change vs previous 13F +734 shares

    0.14% of the 13F portfolio, value $8,345,305.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 115,674 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,777,965.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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