Skip to content
Disclosery

Partnership Wealth Management, LLC: NEE position timeline

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

Partnership Wealth Management, LLC held 8,000 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $605,920.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,000 shares
    Change vs previous 13F -63 shares

    0.47% of the 13F portfolio, value $702,160.

    13F-HR 0002010656-26-000004 filed by Partnership 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 ended2026-03-31
    13F 8,063 shares
    Change vs previous 13F +63 shares

    0.57% of the 13F portfolio, value $748,937.

    13F-HR 0002010656-26-000003 filed by Partnership 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 ended2025-12-31
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $642,240.

    13F-HR 0002010656-26-000001 filed by Partnership 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 ended2025-09-30
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $603,920.

    13F-HR 0002010656-25-000007 filed by Partnership 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 ended2025-06-30
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $555,360.

    13F-HR 0002010656-25-000004 filed by Partnership 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 ended2025-03-31
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $567,120.

    13F-HR 0002010656-25-000003 filed by Partnership 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 ended2024-12-31
    13F 8,000 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $573,520.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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