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Disclosery

D.A. DAVIDSON & CO.: NEE position timeline

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

D.A. DAVIDSON & CO. held 1,045,908 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 1,045,908 shares
    Change vs previous 13F +14,377 shares

    0.51% of the 13F portfolio, value $91,799,400.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 1,031,531 shares
    Change vs previous 13F -43,150 shares

    0.58% of the 13F portfolio, value $95,808,612.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 1,074,681 shares
    Change vs previous 13F +2,360 shares

    0.53% of the 13F portfolio, value $86,275,449.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 1,072,321 shares
    Change vs previous 13F +62,536 shares

    0.52% of the 13F portfolio, value $80,949,559.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 1,009,785 shares
    Change vs previous 13F +404,290 shares

    0.49% of the 13F portfolio, value $70,099,333.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 605,495 shares
    Change vs previous 13F +7,363 shares

    0.34% of the 13F portfolio, value $42,923,554.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 598,132 shares
    Change vs previous 13F -4,309 shares

    0.35% of the 13F portfolio, value $42,880,097.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 602,441 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $50,924,357.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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