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Disclosery

SWP Investment Management LLC: NEE position timeline

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

SWP Investment Management LLC held 35,856 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,856 shares
    Change vs previous 13F +1,340 shares

    2.17% of the 13F portfolio, value $3,147,081.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management 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 34,516 shares
    Change vs previous 13F +576 shares

    2.39% of the 13F portfolio, value $3,205,846.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 33,940 shares
    Change vs previous 13F +8,772 shares

    1.98% of the 13F portfolio, value $2,724,703.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management 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 25,168 shares
    Change vs previous 13F +2,238 shares

    1.87% of the 13F portfolio, value $1,899,932.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management 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 22,930 shares
    Change vs previous 13F +218 shares

    1.88% of the 13F portfolio, value $1,591,801.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 22,712 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $1,610,054.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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