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Disclosery

Clearstead Trust, LLC: NEE position timeline

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

Clearstead Trust, LLC held 24,109 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,109 shares
    Change vs previous 13F +6 shares

    0.28% of the 13F portfolio, value $2,116,035.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 24,103 shares
    Change vs previous 13F -282 shares

    0.36% of the 13F portfolio, value $2,238,700.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 24,385 shares
    Change vs previous 13F +213 shares

    0.31% of the 13F portfolio, value $1,957,620.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 24,172 shares
    Change vs previous 13F -278 shares

    0.31% of the 13F portfolio, value $1,824,780.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 24,450 shares
    Change vs previous 13F +657 shares

    0.32% of the 13F portfolio, value $1,697,292.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 23,793 shares
    Change vs previous 13F +31 shares

    0.38% of the 13F portfolio, value $1,686,712.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 23,762 shares
    Change vs previous 13F +6,456 shares

    0.37% of the 13F portfolio, value $1,703,476.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 17,306 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,462,883.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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