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Disclosery

BFSG, LLC: NEE position timeline

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

BFSG, LLC held 76,001 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,001 shares
    Change vs previous 13F -596 shares

    0.59% of the 13F portfolio, value $6,670,626.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 76,597 shares
    Change vs previous 13F -2,615 shares

    0.67% of the 13F portfolio, value $7,114,358.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 79,212 shares
    Change vs previous 13F -6,728 shares

    0.62% of the 13F portfolio, value $6,359,124.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 85,940 shares
    Change vs previous 13F +1,745 shares

    0.63% of the 13F portfolio, value $6,487,577.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 84,195 shares
    Change vs previous 13F +1,594 shares

    0.65% of the 13F portfolio, value $5,844,786.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 82,601 shares
    Change vs previous 13F +376 shares

    0.71% of the 13F portfolio, value $5,855,554.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 82,225 shares
    Change vs previous 13F -1,283 shares

    0.69% of the 13F portfolio, value $5,894,679.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 83,508 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,058,894.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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