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Disclosery

Caldwell Trust Co: NEE position timeline

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

Caldwell Trust Co held 173,793 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 173,793 shares
    Change vs previous 13F -1,629 shares

    1.23% of the 13F portfolio, value $15,253,812.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 175,422 shares
    Change vs previous 13F -1,704 shares

    1.46% of the 13F portfolio, value $16,293,195.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 177,126 shares
    Change vs previous 13F -3,253 shares

    1.26% of the 13F portfolio, value $14,219,675.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 180,379 shares
    Change vs previous 13F -3,460 shares

    1.27% of the 13F portfolio, value $13,616,811.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 183,839 shares
    Change vs previous 13F +2,955 shares

    1.28% of the 13F portfolio, value $12,762,103.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 180,884 shares
    Change vs previous 13F -7,097 shares

    1.38% of the 13F portfolio, value $12,822,867.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 187,981 shares
    Change vs previous 13F -6,331 shares

    1.41% of the 13F portfolio, value $13,476,358.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 194,312 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $16,425,193.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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