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COMPASS CAPITAL CORP /MA/ /ADV: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMPASS CAPITAL CORP /MA/ /ADV on NEE, newest first. How the timeline and the estimate are built.

COMPASS CAPITAL CORP /MA/ /ADV held 0 NEE shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,391 shares

    13F-HR 0001376474-26-000361 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,391 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $307,937.

    13F-HR 0001376474-26-000160 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,392 shares
    Change vs previous 13F -74 shares

    0.13% of the 13F portfolio, value $290,358.

    13F-HR 0001376474-25-000914 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,466 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $250,349.

    13F-HR 0001376474-25-000722 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,466 shares
    Change vs previous 13F +344 shares

    0.12% of the 13F portfolio, value $221,529.

    13F-HR 0001376474-25-000354 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,122 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $223,816.

    13F-HR 0001376474-25-000134 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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