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Disclosery

Principle Wealth Partners LLC: NEE position timeline

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

Principle Wealth Partners LLC held 41,082 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,082 shares
    Change vs previous 13F +1,644 shares

    0.18% of the 13F portfolio, value $3,605,745.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 39,438 shares
    Change vs previous 13F -566 shares

    0.21% of the 13F portfolio, value $3,663,020.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 40,004 shares
    Change vs previous 13F -1,348 shares

    0.18% of the 13F portfolio, value $3,211,515.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 41,352 shares
    Change vs previous 13F +5,595 shares

    0.18% of the 13F portfolio, value $3,121,642.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 35,757 shares
    Change vs previous 13F +806 shares

    0.16% of the 13F portfolio, value $2,482,241.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 34,951 shares
    Change vs previous 13F -1,505 shares

    0.18% of the 13F portfolio, value $2,477,731.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 36,456 shares
    Change vs previous 13F +1,050 shares

    0.18% of the 13F portfolio, value $2,613,578.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 35,406 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,992,874.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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