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Disclosery

Concord Wealth Partners: NEE position timeline

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

Concord Wealth Partners held 125,428 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,428 shares
    Change vs previous 13F +29,249 shares

    0.72% of the 13F portfolio, value $11,008,814.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 64,250 shares
    • Concord Asset Management, LLC/VA: 61,178 shares

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

  2. period ended2026-03-31
    13F 96,179 shares
    Change vs previous 13F +2,442 shares

    0.66% of the 13F portfolio, value $8,933,069.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 49,261 shares
    • Concord Asset Management, LLC/VA: 46,918 shares

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

  3. period ended2025-12-31
    13F 93,737 shares
    Change vs previous 13F -66 shares

    0.56% of the 13F portfolio, value $7,525,216.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 48,030 shares
    • Concord Asset Management, LLC/VA: 45,707 shares

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

  4. period ended2025-09-30
    13F 93,803 shares
    Change vs previous 13F -17,921 shares

    0.56% of the 13F portfolio, value $7,081,239.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 47,657 shares
    • Concord Asset Management, LLC/VA: 46,146 shares

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

  5. period ended2025-06-30
    13F 111,724 shares
    Change vs previous 13F +2,569 shares

    0.57% of the 13F portfolio, value $7,755,900.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 55,862 shares
    • Concord Asset Management, LLC/VA: 55,862 shares

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

  6. period ended2025-03-31
    13F 109,155 shares
    Change vs previous 13F +19,271 shares

    0.71% of the 13F portfolio, value $7,539,498.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 54,324 shares
    • Concord Asset Management, LLC/VA: 54,831 shares

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

  7. period ended2024-12-31
    13F 89,884 shares
    Change vs previous 13F +5,479 shares

    0.6% of the 13F portfolio, value $6,443,770.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 45,502 shares
    • Concord Asset Management, LLC/VA: 44,382 shares

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

  8. period ended2024-09-30
    13F 84,405 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,134,740.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 42,560 shares
    • Concord Asset Management, LLC/VA: 41,845 shares

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