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Disclosery

DAVIS R M INC: NEE position timeline

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

DAVIS R M INC held 697,216 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 697,216 shares
    Change vs previous 13F +399 shares

    0.97% of the 13F portfolio, value $61,194,653.

    13F-HR 0000891287-26-000006 filed by DAVIS R M 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 696,817 shares
    Change vs previous 13F +3,846 shares

    1.15% of the 13F portfolio, value $64,720,374.

    13F-HR 0000891287-26-000003 filed by DAVIS R M 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 692,971 shares
    Change vs previous 13F -9,361 shares

    0.96% of the 13F portfolio, value $55,631,701.

    13F-HR 0000891287-26-000002 filed by DAVIS R M 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 702,332 shares
    Change vs previous 13F -11,990 shares

    0.93% of the 13F portfolio, value $53,019,067.

    13F-HR 0000891287-25-000010 filed by DAVIS R M 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 714,322 shares
    Change vs previous 13F -5,271 shares

    0.92% of the 13F portfolio, value $49,588,257.

    13F-HR 0000891287-25-000005 filed by DAVIS R M 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 719,593 shares
    Change vs previous 13F -921 shares

    1.02% of the 13F portfolio, value $51,011,958.

    13F-HR 0000891287-25-000004 filed by DAVIS R M 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 720,514 shares
    Change vs previous 13F -6,973 shares

    1.01% of the 13F portfolio, value $51,653,632.

    13F-HR 0000891287-25-000002 filed by DAVIS R M 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 727,487 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $61,494,439.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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