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Disclosery

CWM, LLC: NEE position timeline

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

CWM, LLC held 261,178 NEE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 261,178 shares
    Change vs previous 13F +3,038 shares

    0.06% of the 13F portfolio, value $24,258,243.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 258,140 shares
    Change vs previous 13F +24,647 shares

    0.06% of the 13F portfolio, value $20,724,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 233,493 shares
    Change vs previous 13F +18,421 shares

    0.05% of the 13F portfolio, value $17,626,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 215,072 shares
    Change vs previous 13F -202,626 shares

    0.05% of the 13F portfolio, value $14,930,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 417,698 shares
    Change vs previous 13F +110,842 shares

    0.12% of the 13F portfolio, value $29,611,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 306,856 shares
    Change vs previous 13F -4,790 shares

    0.09% of the 13F portfolio, value $21,999,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 311,646 shares
    Change vs previous 13F -12,563 shares

    0.11% of the 13F portfolio, value $26,343,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 324,209 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $22,957,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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