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Texas Capital Bank Wealth Management Services Inc: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on NEE, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 102,946 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,946 shares
    Change vs previous 13F +11,064 shares

    0.48% of the 13F portfolio, value $9,035,570.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 91,882 shares
    Change vs previous 13F -11,340 shares

    0.51% of the 13F portfolio, value $8,534,001.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    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 103,222 shares
    Change vs previous 13F +3,960 shares

    0.48% of the 13F portfolio, value $8,286,662.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 99,262 shares
    Change vs previous 13F -7,770 shares

    0.62% of the 13F portfolio, value $7,493,288.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    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 107,032 shares
    Change vs previous 13F -6,951 shares

    0.69% of the 13F portfolio, value $7,430,189.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 113,983 shares
    Change vs previous 13F +290 shares

    0.82% of the 13F portfolio, value $8,080,236.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    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 113,693 shares
    Change vs previous 13F -3,926 shares

    0.83% of the 13F portfolio, value $8,150,670.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 117,619 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $9,942,322.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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