Skip to content
Disclosery

Rockline Wealth Management, LLC: NEE position timeline

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

Rockline Wealth Management, LLC held 57,654 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,654 shares
    Change vs previous 13F -599 shares

    0.97% of the 13F portfolio, value $5,060,368.

    13F-HR 0001172661-26-002781 filed by Rockline 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 58,253 shares
    Change vs previous 13F -2,180 shares

    1.18% of the 13F portfolio, value $5,410,544.

    13F-HR 0001172661-26-001574 filed by Rockline 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 60,433 shares
    Change vs previous 13F +1,157 shares

    0.99% of the 13F portfolio, value $4,851,611.

    13F-HR 0001172661-26-000560 filed by Rockline 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 59,276 shares
    Change vs previous 13F -1,439 shares

    0.93% of the 13F portfolio, value $4,474,735.

    13F-HR 0001172661-25-004538 filed by Rockline 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 60,715 shares
    Change vs previous 13F -52 shares

    1% of the 13F portfolio, value $4,214,842.

    13F-HR 0001172661-25-002900 filed by Rockline 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 60,767 shares
    Change vs previous 13F +2,269 shares

    1.2% of the 13F portfolio, value $4,307,763.

    13F-HR 0001172661-25-001525 filed by Rockline 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 58,498 shares
    Change vs previous 13F +2,988 shares

    1.12% of the 13F portfolio, value $4,193,723.

    13F-HR 0001172661-25-000354 filed by Rockline 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 ended2024-09-30
    13F 55,510 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $4,692,263.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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