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Disclosery

CVFG LLC: NEE position timeline

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

CVFG LLC held 17,412 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,412 shares
    Change vs previous 13F -84 shares

    0.16% of the 13F portfolio, value $1,528,282.

    13F-HR 0001951757-26-001220 filed by CVFG 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 17,496 shares
    Change vs previous 13F +5,635 shares

    0.2% of the 13F portfolio, value $1,625,012.

    13F-HR 0001951757-26-000759 filed by CVFG 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 11,861 shares
    Change vs previous 13F +534 shares

    0.65% of the 13F portfolio, value $952,219.

    13F-HR 0001951757-26-000390 filed by CVFG 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 11,327 shares
    Change vs previous 13F +472 shares

    0.62% of the 13F portfolio, value $855,085.

    13F-HR 0001951757-25-001364 filed by CVFG 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 10,855 shares
    Change vs previous 13F -296 shares

    0.6% of the 13F portfolio, value $753,582.

    13F-HR 0001951757-25-001047 filed by CVFG 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 11,151 shares
    Change vs previous 13F +37 shares

    0.72% of the 13F portfolio, value $790,529.

    13F-HR 0001951757-25-000434 filed by CVFG 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 11,114 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $796,744.

    13F-HR 0001951757-25-000024 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

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