Skip to content
Disclosery

Triangle Securities Wealth Management: NEE position timeline

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

Triangle Securities Wealth Management held 35,800 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,800 shares
    Change vs previous 13F -1,073 shares

    0.62% of the 13F portfolio, value $3,142,159.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 36,873 shares
    Change vs previous 13F -1,161 shares

    0.78% of the 13F portfolio, value $3,424,778.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 38,034 shares
    Change vs previous 13F -383 shares

    0.64% of the 13F portfolio, value $3,053,330.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 38,417 shares
    Change vs previous 13F +8,420 shares

    0.66% of the 13F portfolio, value $2,900,086.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 29,997 shares
    Change vs previous 13F -5,547 shares

    0.51% of the 13F portfolio, value $2,082,387.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 35,544 shares
    Change vs previous 13F +1,844 shares

    0.65% of the 13F portfolio, value $2,519,723.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 33,700 shares
    Change vs previous 13F -751 shares

    0.62% of the 13F portfolio, value $2,415,972.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 34,451 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,912,183.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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