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Disclosery

Obermeyer Wealth Partners: NEE position timeline

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

Obermeyer Wealth Partners held 4,580 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,580 shares
    Change vs previous 13F -463 shares

    0.02% of the 13F portfolio, value $402,018.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 5,043 shares
    Change vs previous 13F -287,816 shares

    0.02% of the 13F portfolio, value $468,427.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 292,859 shares
    Change vs previous 13F -2,604 shares

    1.07% of the 13F portfolio, value $23,510,752.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 295,463 shares
    Change vs previous 13F -953 shares

    1.04% of the 13F portfolio, value $22,304,496.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 296,416 shares
    Change vs previous 13F +832 shares

    1.02% of the 13F portfolio, value $20,577,176.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 295,584 shares
    Change vs previous 13F +291,511 shares

    1.12% of the 13F portfolio, value $20,953,938.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 4,073 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $291,993.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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