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Disclosery

CGC Financial Services, LLC: NEE position timeline

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

CGC Financial Services, LLC held 285 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 285 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $21,586.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 441 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $38,707.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, LLC
    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 441 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $40,960.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 962 shares
    Change vs previous 13F +466 shares

    0.02% of the 13F portfolio, value $77,229.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 496 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $37,443.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 496 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $34,432.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, LLC
    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 648 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $45,937.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 698 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $50,040.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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