Skip to content
Disclosery

Focus Partners Wealth: NEE position timeline

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

Focus Partners Wealth held 1,191,855 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,191,855 shares
    Change vs previous 13F +62,863 shares

    0.1% of the 13F portfolio, value $104,608,957.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,170,089 shares
    • Focus Partners Advisor Solutions, LLC: 21,766 shares

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

  2. period ended2026-03-31
    13F 1,128,992 shares
    Change vs previous 13F -23,353 shares

    0.11% of the 13F portfolio, value $104,851,734.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,101,298 shares
    • Focus Partners Advisor Solutions, LLC: 27,694 shares

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

  3. period ended2025-12-31
    13F 1,152,345 shares
    Change vs previous 13F +194,556 shares

    0.1% of the 13F portfolio, value $92,421,877.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,111,791 shares
    • Focus Partners Advisor Solutions, LLC: 40,554 shares

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

  4. period ended2025-09-30
    13F 957,789 shares
    Change vs previous 13F +50,311 shares

    0.1% of the 13F portfolio, value $72,408,011.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 926,777 shares
    • Focus Partners Advisor Solutions, LLC: 31,012 shares

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

  5. period ended2025-06-30
    13F 907,478 shares
    Change vs previous 13F -4,858 shares

    0.12% of the 13F portfolio, value $62,998,324.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 875,179 shares
    • Focus Partners Advisor Solutions, LLC: 32,299 shares

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

  6. period ended2025-03-31
    13F/A 912,336 shares
    Change vs previous 13F +797 shares

    0.14% of the 13F portfolio, value $64,675,754.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 882,487 shares
    • Focus Partners Advisor Solutions, LLC: 29,849 shares

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

  7. period ended2024-12-31
    13F/A 911,539 shares
    Change vs previous 13F +155,024 shares

    0.15% of the 13F portfolio, value $65,348,422.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 875,632 shares
    • Focus Partners Advisor Solutions, LLC: 35,907 shares

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

  8. period ended2024-09-30
    13F 756,515 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $89,330,135.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 716,527 shares
    • Focus Partners Advisor Solutions, LLC: 39,988 shares

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