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Disclosery

Nicholas Wealth, LLC.: NEE position timeline

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

Nicholas Wealth, LLC. held 15,049 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,049 shares
    Change vs previous 13F -980 shares

    0.72% of the 13F portfolio, value $1,320,885.

    13F-HR 0001911391-26-000009 filed by Nicholas 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 16,029 shares
    Change vs previous 13F -1,701 shares

    1.03% of the 13F portfolio, value $1,488,801.

    13F-HR 0001911391-26-000007 filed by Nicholas 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/A 17,730 shares
    Change vs previous 13F -10,237 shares

    0.96% of the 13F portfolio, value $1,423,369.

    13F-HR/A 0001911391-26-000003 filed by Nicholas 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/A 27,967 shares
    Change vs previous 13F +4,965 shares

    1.54% of the 13F portfolio, value $2,111,213.

    13F-HR/A 0001911391-26-000004 filed by Nicholas 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/A 23,002 shares
    Change vs previous 13F +2,284 shares

    1.4% of the 13F portfolio, value $1,596,806.

    13F-HR/A 0001911391-26-000005 filed by Nicholas 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/A 20,718 shares
    Change vs previous 13F -5,294 shares

    1.53% of the 13F portfolio, value $1,468,733.

    13F-HR/A 0001911391-26-000006 filed by Nicholas 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 26,012 shares
    Change vs previous 13F +4,344 shares

    0.95% of the 13F portfolio, value $1,741,736.

    13F-HR 0001911391-25-000001 filed by Nicholas 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 21,668 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,831,598.

    13F-HR 0001911391-24-000005 filed by Nicholas Wealth, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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