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Disclosery

Spire Wealth Management: NEE position timeline

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

Spire Wealth Management held 35,740 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,740 shares
    Change vs previous 13F -5,196 shares

    0.09% of the 13F portfolio, value $3,136,911.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 40,936 shares
    Change vs previous 13F +6,133 shares

    0.13% of the 13F portfolio, value $3,802,123.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 34,803 shares
    Change vs previous 13F -1,389 shares

    0.09% of the 13F portfolio, value $2,793,952.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 36,192 shares
    Change vs previous 13F -62,674 shares

    0.09% of the 13F portfolio, value $2,732,156.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 98,866 shares
    Change vs previous 13F -50,979 shares

    0.24% of the 13F portfolio, value $6,729,249.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 149,845 shares
    Change vs previous 13F -9,923 shares

    0.34% of the 13F portfolio, value $10,622,515.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 159,768 shares
    Change vs previous 13F +3,824 shares

    0.36% of the 13F portfolio, value $11,453,793.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 155,944 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $13,181,953.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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