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Disclosery

Stone Summit Wealth LLC: NEE position timeline

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

Stone Summit Wealth LLC held 28,996 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 28,996 shares
    Change vs previous 13F +1,195 shares

    0.65% of the 13F portfolio, value $2,544,979.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 27,801 shares
    Change vs previous 13F +1,817 shares

    0.72% of the 13F portfolio, value $2,582,157.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 25,984 shares
    Change vs previous 13F +1,924 shares

    0.57% of the 13F portfolio, value $2,085,996.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 24,060 shares
    Change vs previous 13F +2,705 shares

    0.52% of the 13F portfolio, value $1,816,289.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 21,355 shares
    Change vs previous 13F +260 shares

    0.46% of the 13F portfolio, value $1,482,464.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 21,095 shares
    Change vs previous 13F +880 shares

    0.51% of the 13F portfolio, value $1,495,425.

    13F-HR 0001667731-25-000518 filed by Stone Summit 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 20,215 shares
    Change vs previous 13F +995 shares

    0.49% of the 13F portfolio, value $1,449,213.

    13F-HR 0001667731-25-000149 filed by Stone Summit 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 19,220 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,624,667.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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