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Compound Planning, Inc.: NEE position timeline

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

Compound Planning, Inc. held 73,527 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,527 shares
    Change vs previous 13F -11,971 shares

    0.17% of the 13F portfolio, value $6,453,453.

    13F-HR 0001978879-26-000005 filed by Compound 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 85,498 shares
    Change vs previous 13F +553 shares

    0.24% of the 13F portfolio, value $7,941,055.

    13F-HR 0001978879-26-000003 filed by Compound 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 84,945 shares
    Change vs previous 13F +46,777 shares

    0.2% of the 13F portfolio, value $6,819,421.

    13F-HR 0001172661-26-001315 filed by Compound 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 38,168 shares
    Change vs previous 13F +5,110 shares

    0.09% of the 13F portfolio, value $2,881,313.

    13F-HR 0001172661-25-004675 filed by Compound 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 33,058 shares
    Change vs previous 13F -1,010 shares

    0.09% of the 13F portfolio, value $2,294,902.

    13F-HR 0001172661-25-003416 filed by Compound 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 34,068 shares
    Change vs previous 13F +191 shares

    0.11% of the 13F portfolio, value $2,415,076.

    13F-HR 0001172661-25-001834 filed by Compound 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 33,877 shares
    Change vs previous 13F -28,574 shares

    0.12% of the 13F portfolio, value $2,428,668.

    13F-HR 0001214659-25-000858 filed by Compound 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 62,451 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,279,017.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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