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Disclosery

Gradient Investments LLC: NEE position timeline

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

Gradient Investments LLC held 314,377 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 314,377 shares
    Change vs previous 13F +13,806 shares

    0.34% of the 13F portfolio, value $23,810,929.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 300,571 shares
    Change vs previous 13F +53,055 shares

    0.36% of the 13F portfolio, value $26,381,111.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 247,516 shares
    Change vs previous 13F -18,182 shares

    0.36% of the 13F portfolio, value $22,989,329.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 265,698 shares
    Change vs previous 13F -176,748 shares

    0.34% of the 13F portfolio, value $21,330,217.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 442,446 shares
    Change vs previous 13F +17,248 shares

    0.56% of the 13F portfolio, value $33,400,235.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 425,198 shares
    Change vs previous 13F +21,987 shares

    0.54% of the 13F portfolio, value $29,517,218.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 403,211 shares
    Change vs previous 13F +33,699 shares

    0.58% of the 13F portfolio, value $28,583,645.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 369,512 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $26,490,305.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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