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Disclosery

Castellan Group: NEE position timeline

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

Castellan Group held 52,238 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,238 shares
    Change vs previous 13F -1,857 shares

    0.5% of the 13F portfolio, value $4,584,929.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 54,095 shares
    Change vs previous 13F +2,171 shares

    0.7% of the 13F portfolio, value $5,024,344.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 51,924 shares
    Change vs previous 13F +3,738 shares

    0.53% of the 13F portfolio, value $4,168,459.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 48,186 shares
    Change vs previous 13F +1,380 shares

    0.53% of the 13F portfolio, value $3,637,561.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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/A 46,806 shares
    Change vs previous 13F +3,210 shares

    0.6% of the 13F portfolio, value $3,249,273.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    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 43,596 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,090,520.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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