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OPPENHEIMER ASSET MANAGEMENT INC.: NEE position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 570,832 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 570,832 shares
    Change vs previous 13F +13,795 shares

    0.26% of the 13F portfolio, value $50,101,925.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 313,708 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 257,124 shares

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

  2. period ended2026-03-31
    13F 557,037 shares
    Change vs previous 13F -6,408 shares

    0.3% of the 13F portfolio, value $51,737,598.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 294,952 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 262,085 shares

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

  3. period ended2025-12-31
    13F 563,445 shares
    Change vs previous 13F -34,234 shares

    0.3% of the 13F portfolio, value $45,233,364.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 300,582 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 262,863 shares

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

  4. period ended2025-09-30
    13F 597,679 shares
    Change vs previous 13F +97,560 shares

    0.26% of the 13F portfolio, value $45,118,787.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 333,278 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 264,401 shares

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

  5. period ended2025-06-30
    13F 500,119 shares
    Change vs previous 13F -39,618 shares

    0.21% of the 13F portfolio, value $34,718,260.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 232,811 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 267,308 shares

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

  6. period ended2025-03-31
    13F 539,737 shares
    Change vs previous 13F +22,918 shares

    0.26% of the 13F portfolio, value $38,261,956.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 271,051 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 268,686 shares

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

  7. period ended2024-12-31
    13F 516,819 shares
    Change vs previous 13F -44,969 shares

    0.25% of the 13F portfolio, value $37,050,754.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 245,910 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 270,909 shares

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

  8. period ended2024-09-30
    13F 561,788 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $47,487,941.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 265,450 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 296,338 shares

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