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Ascentis Wealth Management, LLC: NEE position timeline

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

Ascentis Wealth Management, LLC held 7,194 NEE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,194 shares
    Change vs previous 13F -53,842 shares

    0.09% of the 13F portfolio, value $631,381.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 32 shares
    • Ascentis Wealth Management, LLC: 7,162 shares

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

  2. period ended2026-03-31
    13F 61,036 shares
    Change vs previous 13F +32,034 shares

    0.31% of the 13F portfolio, value $5,669,212.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 53,614 shares
    • Ascentis Wealth Management, LLC: 7,422 shares

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

  3. period ended2025-12-31
    13F 29,002 shares
    Change vs previous 13F +6,704 shares

    0.22% of the 13F portfolio, value $2,328,319.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 26,042 shares
    • Ascentis Wealth Management, LLC: 2,960 shares

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

  4. period ended2025-09-30
    13F 22,298 shares
    Change vs previous 13F -3,095 shares

    0.16% of the 13F portfolio, value $1,683,322.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 19,079 shares
    • Ascentis Wealth Management, LLC: 3,219 shares

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

  5. period ended2025-06-30
    13F 25,393 shares
    Change vs previous 13F -4,015 shares

    0.18% of the 13F portfolio, value $1,768,938.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 23,712 shares
    • Ascentis Wealth Management, LLC: 1,681 shares

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

  6. period ended2025-03-31
    13F 29,408 shares
    Change vs previous 13F +629 shares

    0.25% of the 13F portfolio, value $2,084,953.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 22,819 shares
    • Ascentis Wealth Management, LLC: 6,589 shares

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

  7. period ended2024-12-31
    13F 28,779 shares
    Change vs previous 13F +6,232 shares

    0.24% of the 13F portfolio, value $2,063,149.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 23,832 shares
    • Ascentis Wealth Management, LLC: 4,947 shares

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

  8. period ended2024-09-30
    13F/A 22,547 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,905,868.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 22,018 shares
    • Ascentis Wealth Management, LLC: 529 shares

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