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Disclosery

Costello Asset Management, INC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on NEE, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 20,753 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,753 shares
    Change vs previous 13F +7,881 shares

    0.55% of the 13F portfolio, value $1,821,504.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, 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 12,872 shares
    Change vs previous 13F +77 shares

    0.41% of the 13F portfolio, value $1,195,508.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, 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 12,795 shares
    Change vs previous 13F -445 shares

    0.34% of the 13F portfolio, value $1,027,178.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, 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 13,240 shares
    Change vs previous 13F +1,689 shares

    0.33% of the 13F portfolio, value $999,488.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, 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 11,551 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $801,861.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, 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 11,544 shares
    Change vs previous 13F +9,155 shares

    0.33% of the 13F portfolio, value $818,324.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, 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 2,389 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $171,267.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, 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 2,389 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $201,942.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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