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Disclosery

Segment Wealth Management, LLC: NEE position timeline

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

Segment Wealth Management, LLC held 21,647 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,647 shares
    Change vs previous 13F +1,379 shares

    0.1% of the 13F portfolio, value $1,899,957.

    13F-HR 0001575581-26-000003 filed by Segment 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 20,268 shares
    Change vs previous 13F -608 shares

    0.11% of the 13F portfolio, value $1,882,492.

    13F-HR 0001575581-26-000002 filed by Segment 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 20,876 shares
    Change vs previous 13F -207 shares

    0.1% of the 13F portfolio, value $1,675,925.

    13F-HR 0001575581-26-000001 filed by Segment 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 21,083 shares
    Change vs previous 13F -2,148 shares

    0.1% of the 13F portfolio, value $1,591,556.

    13F-HR 0001575581-25-000003 filed by Segment 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 23,231 shares
    Change vs previous 13F +514 shares

    0.1% of the 13F portfolio, value $1,612,696.

    13F-HR 0001085146-25-003996 filed by Segment 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 22,717 shares
    Change vs previous 13F +4,199 shares

    0.11% of the 13F portfolio, value $1,610,408.

    13F-HR 0001085146-25-002215 filed by Segment 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 18,518 shares
    Change vs previous 13F -1,040 shares

    0.09% of the 13F portfolio, value $1,327,555.

    13F-HR 0001085146-25-000297 filed by Segment 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 19,558 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,653,238.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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