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Disclosery

WealthTrust Axiom LLC: NEE position timeline

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

WealthTrust Axiom LLC held 29,694 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,694 shares
    Change vs previous 13F -104 shares

    0.58% of the 13F portfolio, value $2,606,227.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 29,798 shares
    Change vs previous 13F +1 shares

    0.68% of the 13F portfolio, value $2,767,656.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 29,797 shares
    Change vs previous 13F -546 shares

    0.62% of the 13F portfolio, value $2,392,129.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 30,343 shares
    Change vs previous 13F +844 shares

    0.61% of the 13F portfolio, value $2,290,626.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 29,499 shares
    Change vs previous 13F -460 shares

    0.6% of the 13F portfolio, value $2,047,834.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 29,959 shares
    Change vs previous 13F -150 shares

    0.65% of the 13F portfolio, value $2,123,827.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 30,109 shares
    Change vs previous 13F -80 shares

    0.64% of the 13F portfolio, value $2,158,478.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 30,189 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,551,845.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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