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Disclosery

CRA Financial Services, LLC: NEE position timeline

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

CRA Financial Services, LLC held 28,334 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,334 shares
    Change vs previous 13F +123 shares

    0.29% of the 13F portfolio, value $2,486,908.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 28,211 shares
    Change vs previous 13F -1,102 shares

    0.34% of the 13F portfolio, value $2,620,273.

    13F-HR 0001765594-26-000002 filed by CRA 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 ended2025-12-31
    13F 29,313 shares
    Change vs previous 13F -266 shares

    0.31% of the 13F portfolio, value $2,353,278.

    13F-HR 0001765594-26-000001 filed by CRA 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 ended2025-09-30
    13F 29,579 shares
    Change vs previous 13F -177 shares

    0.31% of the 13F portfolio, value $2,232,947.

    13F-HR 0001765594-25-000008 filed by CRA 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 ended2025-06-30
    13F 29,756 shares
    Change vs previous 13F -404 shares

    0.32% of the 13F portfolio, value $2,065,688.

    13F-HR 0001765594-25-000004 filed by CRA 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 ended2025-03-31
    13F 30,160 shares
    Change vs previous 13F +799 shares

    0.37% of the 13F portfolio, value $2,138,070.

    13F-HR 0001765594-25-000002 filed by CRA 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 ended2024-12-31
    13F 29,361 shares
    Change vs previous 13F -1,579 shares

    0.36% of the 13F portfolio, value $2,104,918.

    13F-HR 0001765594-25-000001 filed by CRA 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 ended2024-09-30
    13F 30,940 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,615,352.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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