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Disclosery

DIVERSIFIED TRUST CO: NEE position timeline

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

DIVERSIFIED TRUST CO held 47,625 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,625 shares
    Change vs previous 13F -7,886 shares

    0.07% of the 13F portfolio, value $4,180,045.

    13F-HR 0001479844-26-000007 filed by DIVERSIFIED TRUST 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 55,511 shares
    Change vs previous 13F +10,280 shares

    0.1% of the 13F portfolio, value $5,155,861.

    13F-HR 0001479844-26-000006 filed by DIVERSIFIED 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 ended2025-12-31
    13F 45,231 shares
    Change vs previous 13F +13,266 shares

    0.07% of the 13F portfolio, value $3,631,144.

    13F-HR 0001479844-26-000004 filed by DIVERSIFIED 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 ended2025-09-30
    13F 31,965 shares
    Change vs previous 13F -4,318 shares

    0.05% of the 13F portfolio, value $2,413,037.

    13F-HR 0001479844-25-000015 filed by DIVERSIFIED 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 ended2025-06-30
    13F 36,283 shares
    Change vs previous 13F -1,157 shares

    0.06% of the 13F portfolio, value $2,518,765.

    13F-HR 0001479844-25-000008 filed by DIVERSIFIED 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 ended2025-03-31
    13F 37,440 shares
    Change vs previous 13F +4,986 shares

    0.07% of the 13F portfolio, value $2,654,192.

    13F-HR 0001479844-25-000007 filed by DIVERSIFIED 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 ended2024-12-31
    13F 32,454 shares
    Change vs previous 13F +1,652 shares

    0.06% of the 13F portfolio, value $2,326,698.

    13F-HR 0001479844-25-000001 filed by DIVERSIFIED 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 ended2024-09-30
    13F 30,802 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,603,777.

    13F-HR 0001479844-24-000010 filed by DIVERSIFIED TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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