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Successful Portfolios LLC: NEE position timeline

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

Successful Portfolios LLC held 11,703 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,703 shares
    Change vs previous 13F +55 shares

    0.41% of the 13F portfolio, value $892,881.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,648 shares
    Change vs previous 13F +90 shares

    0.48% of the 13F portfolio, value $1,023,566.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,558 shares
    Change vs previous 13F -1,646 shares

    0.59% of the 13F portfolio, value $1,072,304.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,204 shares
    Change vs previous 13F +1,346 shares

    0.54% of the 13F portfolio, value $1,054,854.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,858 shares
    Change vs previous 13F +607 shares

    0.52% of the 13F portfolio, value $895,126.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,251 shares
    Change vs previous 13F +1 shares

    0.48% of the 13F portfolio, value $781,051.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,250 shares
    Change vs previous 13F +2 shares

    0.54% of the 13F portfolio, value $797,494.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,248 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $806,392.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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