Skip to content
Disclosery

Stockman Wealth Management, Inc.: NEE position timeline

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

Stockman Wealth Management, Inc. held 6,909 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,909 shares
    Change vs previous 13F -306 shares

    0.06% of the 13F portfolio, value $606,403.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    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 7,215 shares
    Change vs previous 13F +4,450 shares

    0.07% of the 13F portfolio, value $670,130.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    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/A 2,765 shares
    Change vs previous 13F -434 shares

    0.03% of the 13F portfolio, value $221,975.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    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 3,199 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $241,493.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    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 3,165 shares
    Change vs previous 13F -270 shares

    0.03% of the 13F portfolio, value $219,715.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    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 3,435 shares
    Change vs previous 13F +351 shares

    0.04% of the 13F portfolio, value $243,508.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    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 3,084 shares
    Change vs previous 13F -193 shares

    0.03% of the 13F portfolio, value $221,092.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    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 3,277 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $277,005.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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