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Disclosery

DAVIDSON TRUST CO: NEE position timeline

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

DAVIDSON TRUST CO held 19,625 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,625 shares
    Change vs previous 13F -1,762 shares

    0.59% of the 13F portfolio, value $1,486,397.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,387 shares
    Change vs previous 13F +47 shares

    0.73% of the 13F portfolio, value $1,877,137.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,340 shares
    Change vs previous 13F -1,819 shares

    0.85% of the 13F portfolio, value $1,982,059.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,159 shares
    Change vs previous 13F +971 shares

    0.78% of the 13F portfolio, value $1,859,204.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,188 shares
    Change vs previous 13F +2,509 shares

    0.69% of the 13F portfolio, value $1,674,972.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,679 shares
    Change vs previous 13F -1,049 shares

    0.63% of the 13F portfolio, value $1,366,116.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,728 shares
    Change vs previous 13F -1,394 shares

    0.7% of the 13F portfolio, value $1,469,408.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,122 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,585,926.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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