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Taylor & Morgan Wealth Management, LLC: NEE position timeline

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

Taylor & Morgan Wealth Management, LLC held 5,482 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 5,482 shares
    Change vs previous 13F -15 shares

    0.2% of the 13F portfolio, value $415,196.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,497 shares
    Change vs previous 13F -755 shares

    0.24% of the 13F portfolio, value $482,500.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth 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 ended2026-03-31
    13F 6,252 shares
    Change vs previous 13F +21 shares

    0.33% of the 13F portfolio, value $580,705.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth 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 ended2025-12-31
    13F 6,231 shares
    Change vs previous 13F -478 shares

    0.28% of the 13F portfolio, value $500,226.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth 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 ended2025-09-30
    13F 6,709 shares
    Change vs previous 13F -421 shares

    0.31% of the 13F portfolio, value $506,465.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth 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 ended2025-06-30
    13F 7,130 shares
    Change vs previous 13F -255 shares

    0.33% of the 13F portfolio, value $494,987.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, 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 7,385 shares
    Change vs previous 13F -226 shares

    0.39% of the 13F portfolio, value $523,489.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, 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 7,611 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $545,625.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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