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CARY STREET PARTNERS ASSET MANAGEMENT LLC: NEE position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 44,329 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,329 shares
    Change vs previous 13F +6,430 shares

    0.08% of the 13F portfolio, value $3,890,708.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,179 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,150 shares

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

  2. period ended2026-03-31
    13F 37,899 shares
    Change vs previous 13F +443 shares

    0.08% of the 13F portfolio, value $3,520,047.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,770 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,129 shares

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

  3. period ended2025-12-31
    13F 37,456 shares
    Change vs previous 13F +3,488 shares

    0.07% of the 13F portfolio, value $3,006,957.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,486 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,970 shares

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

  4. period ended2025-09-30
    13F 33,968 shares
    Change vs previous 13F +3,935 shares

    0.06% of the 13F portfolio, value $2,564,266.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 24,985 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,983 shares

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

  5. period ended2025-06-30
    13F 30,033 shares
    Change vs previous 13F +6,759 shares

    0.06% of the 13F portfolio, value $2,084,855.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 21,298 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,735 shares

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

  6. period ended2025-03-31
    13F 23,274 shares
    Change vs previous 13F +466 shares

    0.05% of the 13F portfolio, value $1,649,941.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,797 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,477 shares

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

  7. period ended2024-12-31
    13F 22,808 shares
    Change vs previous 13F +892 shares

    0.05% of the 13F portfolio, value $1,635,103.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,657 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,151 shares

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

  8. period ended2024-09-30
    13F 21,916 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,852,524.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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