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Disclosery

Corient Private Wealth LP: NEE position timeline

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

Corient Private Wealth LP held 2,534,673 NEE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,534,673 shares
    Change vs previous 13F +617,513 shares

    0.31% of the 13F portfolio, value $222,468,344.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 2,531,453 shares
    • Corient IA LP: 3,220 shares

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

  2. period ended2026-03-31
    13F 1,917,160 shares
    Change vs previous 13F -137,129 shares

    0.25% of the 13F portfolio, value $177,485,933.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,913,940 shares
    • Corient IA LP: 3,220 shares

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

  3. period ended2025-12-31
    13F/A 2,054,289 shares
    Change vs previous 13F -35,293 shares

    0.22% of the 13F portfolio, value $164,953,548.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 2,050,289 shares
    • Corient IA LP: 4,000 shares

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

  4. period ended2025-09-30
    13F 2,089,582 shares
    Change vs previous 13F +147,877 shares

    0.25% of the 13F portfolio, value $157,466,920.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 2,085,582 shares
    • Corient IA LP: 4,000 shares

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

  5. period ended2025-06-30
    13F/A 1,941,705 shares
    Change vs previous 13F -54,978 shares

    0.18% of the 13F portfolio, value $134,793,230.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,930,705 shares
    • Corient IA LP: 11,000 shares

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

  6. period ended2025-03-31
    13F 1,996,683 shares
    Change vs previous 13F -418,132 shares

    0.23% of the 13F portfolio, value $141,545,610.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,985,683 shares
    • Corient IA LP: 11,000 shares

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

  7. period ended2024-12-31
    13F 2,414,815 shares
    Change vs previous 13F -88,296 shares

    0.29% of the 13F portfolio, value $173,117,380.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 2,503,111 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $211,587,953.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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