Skip to content
Disclosery

TrinityPoint Wealth, LLC: NEE position timeline

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

TrinityPoint Wealth, LLC held 25,338 NEE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 25,338 shares
    Change vs previous 13F +999 shares

    0.26% of the 13F portfolio, value $1,816,498.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 24,339 shares
    Change vs previous 13F +642 shares

    0.3% of the 13F portfolio, value $2,057,410.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 23,697 shares
    Change vs previous 13F +2,184 shares

    0.26% of the 13F portfolio, value $1,677,967.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 21,513 shares
    Change vs previous 13F +615 shares

    0.23% of the 13F portfolio, value $1,374,899.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 20,898 shares
    Change vs previous 13F +507 shares

    0.23% of the 13F portfolio, value $1,269,338.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 20,391 shares
    Change vs previous 13F -10,487 shares

    0.23% of the 13F portfolio, value $1,168,191.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 30,878 shares
    Change vs previous 13F +1,451 shares

    0.45% of the 13F portfolio, value $2,291,165.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 29,427 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,268,232.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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