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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on NEE, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 48,615 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 48,615 shares
    Change vs previous 13F -330 shares

    0.3% of the 13F portfolio, value $4,266,951.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 48,945 shares
    Change vs previous 13F -38 shares

    0.37% of the 13F portfolio, value $4,546,025.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 48,983 shares
    Change vs previous 13F -1,385 shares

    0.3% of the 13F portfolio, value $3,932,395.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 50,368 shares
    Change vs previous 13F -5,323 shares

    0.31% of the 13F portfolio, value $3,802,259.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 55,691 shares
    Change vs previous 13F -1,387 shares

    0.33% of the 13F portfolio, value $3,866,050.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 57,078 shares
    Change vs previous 13F -2,033 shares

    0.36% of the 13F portfolio, value $4,046,240.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 59,111 shares
    Change vs previous 13F -2,390 shares

    0.38% of the 13F portfolio, value $4,237,648.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 61,501 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,198,656.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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