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Disclosery

WEALTH EFFECTS LLC: NEE position timeline

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

WEALTH EFFECTS LLC held 13,459 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,459 shares
    Change vs previous 13F -22 shares

    0.32% of the 13F portfolio, value $1,181,277.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 13,481 shares
    Change vs previous 13F +340 shares

    0.44% of the 13F portfolio, value $1,252,158.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 13,141 shares
    Change vs previous 13F -4,111 shares

    0.33% of the 13F portfolio, value $1,054,941.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 17,252 shares
    Change vs previous 13F +951 shares

    0.42% of the 13F portfolio, value $1,302,358.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 16,301 shares
    Change vs previous 13F +521 shares

    0.42% of the 13F portfolio, value $1,131,633.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 15,780 shares
    Change vs previous 13F +2,634 shares

    0.47% of the 13F portfolio, value $1,118,679.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 13,146 shares
    Change vs previous 13F -1,438 shares

    0.33% of the 13F portfolio, value $942,468.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 14,584 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,232,759.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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