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Disclosery

Smith Salley Wealth Management: NEE position timeline

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

Smith Salley Wealth Management held 364,690 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 364,690 shares
    Change vs previous 13F +925 shares

    1.39% of the 13F portfolio, value $32,008,808.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 363,765 shares
    Change vs previous 13F +9,327 shares

    1.7% of the 13F portfolio, value $33,786,488.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 354,438 shares
    Change vs previous 13F +3,526 shares

    1.41% of the 13F portfolio, value $28,454,251.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 350,912 shares
    Change vs previous 13F +13,187 shares

    1.36% of the 13F portfolio, value $26,490,384.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 337,725 shares
    Change vs previous 13F +10,756 shares

    1.36% of the 13F portfolio, value $23,444,900.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 326,969 shares
    Change vs previous 13F +33,962 shares

    1.52% of the 13F portfolio, value $23,178,859.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 293,007 shares
    Change vs previous 13F +1,865 shares

    1.35% of the 13F portfolio, value $21,005,645.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 291,142 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $24,610,220.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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