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Disclosery

Waldron Private Wealth LLC: NEE position timeline

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

Waldron Private Wealth LLC held 14,817 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,817 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,300,399.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 ended2026-03-31
    13F 14,816 shares
    Change vs previous 13F +404 shares

    0.05% of the 13F portfolio, value $1,376,110.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 ended2025-12-31
    13F 14,412 shares
    Change vs previous 13F -1,061 shares

    0.05% of the 13F portfolio, value $1,156,996.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 ended2025-09-30
    13F 15,473 shares
    Change vs previous 13F +1,539 shares

    0.05% of the 13F portfolio, value $1,168,055.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 ended2025-06-30
    13F 13,934 shares
    Change vs previous 13F -330 shares

    0.04% of the 13F portfolio, value $967,298.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 ended2025-03-31
    13F 14,264 shares
    Change vs previous 13F -9,783 shares

    0.05% of the 13F portfolio, value $1,011,173.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 ended2024-12-31
    13F 24,047 shares
    Change vs previous 13F +553 shares

    0.07% of the 13F portfolio, value $1,723,932.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 ended2024-09-30
    13F 23,494 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,985,948.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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