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BAR HARBOR WEALTH MANAGEMENT: NEE position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 36,472 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,472 shares
    Change vs previous 13F +3,565 shares

    0.17% of the 13F portfolio, value $3,201,147.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 32,907 shares
    Change vs previous 13F -608 shares

    0.18% of the 13F portfolio, value $3,056,402.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR WEALTH MANAGEMENT
    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 33,515 shares
    Change vs previous 13F -1,836 shares

    0.16% of the 13F portfolio, value $2,690,584.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 35,351 shares
    Change vs previous 13F -8,006 shares

    0.16% of the 13F portfolio, value $2,668,647.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR WEALTH MANAGEMENT
    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 43,357 shares
    Change vs previous 13F -18,089 shares

    0.19% of the 13F portfolio, value $3,009,843.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
    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 61,446 shares
    Change vs previous 13F -44,202 shares

    0.29% of the 13F portfolio, value $4,355,907.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 105,648 shares
    Change vs previous 13F +3,241 shares

    0.5% of the 13F portfolio, value $7,573,905.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 102,407 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,656,464.

    13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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