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Disclosery

Caprock Group, LLC: NEE position timeline

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

Caprock Group, LLC held 42,810 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,810 shares
    Change vs previous 13F -3,335 shares

    0.07% of the 13F portfolio, value $3,757,500.

    13F-HR 0001610769-26-000003 filed by Caprock 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 46,145 shares
    Change vs previous 13F +3,772 shares

    0.1% of the 13F portfolio, value $4,286,039.

    13F-HR 0001610769-26-000002 filed by Caprock 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 42,373 shares
    Change vs previous 13F +2,904 shares

    0.07% of the 13F portfolio, value $3,401,728.

    13F-HR 0001610769-26-000001 filed by Caprock 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 39,469 shares
    Change vs previous 13F +4,608 shares

    0.07% of the 13F portfolio, value $2,868,400.

    13F-HR 0001610769-25-000003 filed by Caprock 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 ended2025-03-31
    13F 34,861 shares
    Change vs previous 13F +840 shares

    0.08% of the 13F portfolio, value $2,471,349.

    13F-HR 0001085146-25-003265 filed by Caprock 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 ended2024-12-31
    13F 34,021 shares
    Change vs previous 13F +61 shares

    0.08% of the 13F portfolio, value $2,438,994.

    13F-HR 0001085146-25-000441 filed by Caprock 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 ended2024-09-30
    13F 33,960 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,870,682.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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