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Pines Wealth Management, LLC: NEE position timeline

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

Pines Wealth Management, LLC held 20,579 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,579 shares
    Change vs previous 13F -142 shares

    0.52% of the 13F portfolio, value $1,806,215.

    13F-HR 0001951757-26-001023 filed by Pines 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 20,721 shares
    Change vs previous 13F -442 shares

    0.62% of the 13F portfolio, value $1,924,562.

    13F-HR 0001951757-26-000527 filed by Pines 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 21,163 shares
    Change vs previous 13F +75 shares

    0.55% of the 13F portfolio, value $1,698,962.

    13F-HR 0001951757-26-000342 filed by Pines 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 21,088 shares
    Change vs previous 13F +432 shares

    0.54% of the 13F portfolio, value $1,591,930.

    13F-HR 0001951757-25-001248 filed by Pines 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 20,656 shares
    Change vs previous 13F +1,520 shares

    0.54% of the 13F portfolio, value $1,526,062.

    13F-HR 0001951757-25-000603 filed by Pines 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 19,136 shares
    Change vs previous 13F +1,377 shares

    0.57% of the 13F portfolio, value $1,226,785.

    13F-HR 0001951757-25-000336 filed by Pines 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 17,759 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,196,619.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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