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Disclosery

Cape Investment Advisory, Inc.: NEE position timeline

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

Cape Investment Advisory, Inc. held 4,654 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,654 shares
    Change vs previous 13F -37 shares

    0.09% of the 13F portfolio, value $352,485.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,691 shares
    Change vs previous 13F +60 shares

    0.11% of the 13F portfolio, value $411,739.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,631 shares
    Change vs previous 13F +115 shares

    0.14% of the 13F portfolio, value $430,097.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,516 shares
    Change vs previous 13F +4,460 shares

    0.11% of the 13F portfolio, value $370,812.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 56 shares
    Change vs previous 13F -4,359 shares

    <0.01% of the 13F portfolio, value $4,228.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,415 shares
    Change vs previous 13F +27 shares

    0.11% of the 13F portfolio, value $306,474.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,388 shares
    Change vs previous 13F -324 shares

    0.12% of the 13F portfolio, value $311,068.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,712 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $337,776.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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