Skip to content
Disclosery

PUREfi Wealth, LLC: NEE position timeline

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

PUREfi Wealth, LLC held 11,525 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,525 shares
    Change vs previous 13F -1,069 shares

    0.56% of the 13F portfolio, value $1,011,549.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 12,594 shares
    Change vs previous 13F +107 shares

    0.77% of the 13F portfolio, value $1,169,731.

    13F-HR 0002001520-26-000002 filed by PUREfi 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 ended2025-12-31
    13F 12,487 shares
    Change vs previous 13F -1,088 shares

    0.77% of the 13F portfolio, value $1,002,456.

    13F-HR 0002001520-26-000001 filed by PUREfi 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 ended2025-09-30
    13F 13,575 shares
    Change vs previous 13F +744 shares

    0.79% of the 13F portfolio, value $1,024,777.

    13F-HR 0002001520-25-000005 filed by PUREfi 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 ended2025-06-30
    13F 12,831 shares
    Change vs previous 13F +2,698 shares

    0.71% of the 13F portfolio, value $890,728.

    13F-HR 0002001520-25-000003 filed by PUREfi 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 ended2025-03-31
    13F 10,133 shares
    Change vs previous 13F +4,215 shares

    0.72% of the 13F portfolio, value $718,328.

    13F-HR 0002001520-25-000002 filed by PUREfi 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 ended2024-12-31
    13F 5,918 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $424,261.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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