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BIRCH FINANCIAL GROUP, LLC: NEE position timeline

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

BIRCH FINANCIAL GROUP, LLC held 13,108 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 13,108 shares
    Change vs previous 13F +278 shares

    0.59% of the 13F portfolio, value $1,150,485.

    13F-HR 0001754960-26-000532 filed by BIRCH FINANCIAL GROUP, 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 12,830 shares
    Change vs previous 13F +627 shares

    0.7% of the 13F portfolio, value $1,191,606.

    13F-HR 0001754960-26-000269 filed by BIRCH FINANCIAL GROUP, 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 12,203 shares
    Change vs previous 13F +396 shares

    0.56% of the 13F portfolio, value $979,637.

    13F-HR 0001754960-26-000070 filed by BIRCH FINANCIAL GROUP, 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 11,807 shares
    Change vs previous 13F +2,944 shares

    0.52% of the 13F portfolio, value $891,277.

    13F-HR 0001754960-25-000729 filed by BIRCH FINANCIAL GROUP, 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 8,863 shares
    Change vs previous 13F +3,289 shares

    0.49% of the 13F portfolio, value $615,304.

    13F-HR 0001754960-25-000730 filed by BIRCH FINANCIAL GROUP, 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 5,574 shares
    Change vs previous 13F -225 shares

    0.35% of the 13F portfolio, value $395,148.

    13F-HR 0001754960-25-000731 filed by BIRCH FINANCIAL GROUP, 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 5,799 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $415,700.

    13F-HR 0001754960-25-000732 filed by BIRCH FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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