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Disclosery

Aureus Asset Management, LLC: NEE position timeline

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

Aureus Asset Management, LLC held 595,785 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 595,785 shares
    Change vs previous 13F -3,723 shares

    3.18% of the 13F portfolio, value $52,292,112.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
    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 599,508 shares
    Change vs previous 13F +4,703 shares

    3.71% of the 13F portfolio, value $55,682,304.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 594,805 shares
    Change vs previous 13F +11,489 shares

    3.04% of the 13F portfolio, value $47,750,937.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 583,316 shares
    Change vs previous 13F -12,351 shares

    2.87% of the 13F portfolio, value $44,034,504.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 595,667 shares
    Change vs previous 13F -3,076 shares

    2.65% of the 13F portfolio, value $41,351,222.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 598,743 shares
    Change vs previous 13F -8,599 shares

    2.97% of the 13F portfolio, value $42,444,885.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 607,342 shares
    Change vs previous 13F -6,870 shares

    2.81% of the 13F portfolio, value $43,540,315.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 614,212 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $51,919,374.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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