Skip to content
Disclosery

Cascade Financial Partners, LLC: NEE position timeline

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

Cascade Financial Partners, LLC held 17,552 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,552 shares
    Change vs previous 13F -598 shares

    0.13% of the 13F portfolio, value $1,540,557.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 18,150 shares
    Change vs previous 13F -1,285 shares

    0.17% of the 13F portfolio, value $1,685,792.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 19,435 shares
    Change vs previous 13F -3,713 shares

    0.16% of the 13F portfolio, value $1,560,259.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 23,148 shares
    Change vs previous 13F +60 shares

    0.2% of the 13F portfolio, value $1,747,458.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 23,088 shares
    Change vs previous 13F -196 shares

    0.19% of the 13F portfolio, value $1,602,784.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 23,284 shares
    Change vs previous 13F -1,451 shares

    0.21% of the 13F portfolio, value $1,650,618.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 24,735 shares
    Change vs previous 13F +1,050 shares

    0.23% of the 13F portfolio, value $1,773,267.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 23,685 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,982,452.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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