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Disclosery

Plan A Wealth LLC: NEE position timeline

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

Plan A Wealth LLC held 7,357 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,357 shares
    Change vs previous 13F +83 shares

    0.2% of the 13F portfolio, value $557,250.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,274 shares
    Change vs previous 13F +636 shares

    0.27% of the 13F portfolio, value $638,449.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 6,638 shares
    Change vs previous 13F +372 shares

    0.3% of the 13F portfolio, value $616,521.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 6,266 shares
    Change vs previous 13F +192 shares

    0.25% of the 13F portfolio, value $503,000.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 6,074 shares
    Change vs previous 13F +162 shares

    0.23% of the 13F portfolio, value $458,549.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 5,912 shares
    Change vs previous 13F +2,371 shares

    0.23% of the 13F portfolio, value $410,411.

    13F-HR 0001172661-25-004608 filed by Plan A 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 ended2025-03-31
    13F 3,541 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $251,021.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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