Skip to content
Disclosery

SkyOak Wealth, LLC: NEE position timeline

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

SkyOak Wealth, LLC held 38,646 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,646 shares
    Change vs previous 13F -532 shares

    0.55% of the 13F portfolio, value $3,392,002.

    13F-HR 0001800379-26-000003 filed by SkyOak 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 39,178 shares
    Change vs previous 13F -282 shares

    0.67% of the 13F portfolio, value $3,638,853.

    13F-HR 0001800379-26-000002 filed by SkyOak 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 39,460 shares
    Change vs previous 13F -65 shares

    0.57% of the 13F portfolio, value $3,167,849.

    13F-HR 0001800379-26-000001 filed by SkyOak 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 39,525 shares
    Change vs previous 13F -428 shares

    0.56% of the 13F portfolio, value $2,983,742.

    13F-HR 0001800379-25-000006 filed by SkyOak 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 39,953 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,773,537.

    13F-HR 0001800379-25-000004 filed by SkyOak 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 39,953 shares
    Change vs previous 13F -532 shares

    0.62% of the 13F portfolio, value $2,832,268.

    13F-HR 0001800379-25-000002 filed by SkyOak 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 40,485 shares
    Change vs previous 13F +1,194 shares

    0.62% of the 13F portfolio, value $2,902,370.

    13F-HR 0001800379-25-000001 filed by SkyOak Wealth, 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 39,291 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,321,268.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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