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Disclosery

Center for Financial Planning, Inc.: NEE position timeline

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

Center for Financial Planning, Inc. held 34,543 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,543 shares
    Change vs previous 13F -666 shares

    0.28% of the 13F portfolio, value $3,031,840.

    13F-HR 0001803557-26-000004 filed by Center for Financial Planning, Inc.
    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 35,209 shares
    Change vs previous 13F -340 shares

    0.34% of the 13F portfolio, value $3,270,212.

    13F-HR 0001803557-26-000003 filed by Center for Financial Planning, Inc.
    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 35,549 shares
    Change vs previous 13F -472 shares

    0.3% of the 13F portfolio, value $2,853,874.

    13F-HR 0001803557-26-000001 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 36,021 shares
    Change vs previous 13F +1,093 shares

    0.29% of the 13F portfolio, value $2,719,226.

    13F-HR 0001803557-25-000006 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,928 shares
    Change vs previous 13F -67 shares

    0.28% of the 13F portfolio, value $2,424,702.

    13F-HR 0001803557-25-000003 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,995 shares
    Change vs previous 13F +870 shares

    0.32% of the 13F portfolio, value $2,480,796.

    13F-HR 0001803557-25-000002 filed by Center for Financial Planning, Inc.
    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 34,125 shares
    Change vs previous 13F -89 shares

    0.33% of the 13F portfolio, value $2,446,422.

    13F-HR 0001803557-25-000001 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,214 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,892,110.

    13F-HR 0001803557-24-000005 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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