StrongBox Wealth, LLC: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StrongBox Wealth, LLC on NEE, newest first. How the timeline and the estimate are built.
StrongBox Wealth, LLC held 76,548 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 76,548 sharesChange vs previous 13F +2,432 shares
1.91% of the 13F portfolio, value $6,718,618.
13F-HR 0001812155-26-000002 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 74,116 sharesChange vs previous 13F -981 shares
2.2% of the 13F portfolio, value $6,883,894.
13F-HR 0001172661-26-001636 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,097 sharesChange vs previous 13F -312 shares
1.98% of the 13F portfolio, value $6,028,787.
13F-HR 0001172661-26-000233 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,409 sharesChange vs previous 13F +4,354 shares
1.93% of the 13F portfolio, value $5,692,625.
13F-HR 0001172661-25-004182 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 71,055 sharesChange vs previous 13F +4,251 shares
1.87% of the 13F portfolio, value $4,932,638.
13F-HR 0001172661-25-002507 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 66,804 sharesChange vs previous 13F +4,471 shares
1.97% of the 13F portfolio, value $4,735,736.
13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 62,333 sharesChange vs previous 13F +1,301 shares
1.89% of the 13F portfolio, value $4,468,653.
13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 61,032 sharesChange vs previous 13F not available
2.21% of the 13F portfolio, value $5,159,035.
13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).