Skip to content
Disclosery

Embree Financial Group: NEE position timeline

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

Embree Financial Group held 5,889 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,889 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $516,856.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 5,851 shares
    Change vs previous 13F +1,234 shares

    0.06% of the 13F portfolio, value $543,418.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 4,617 shares
    Change vs previous 13F -42 shares

    0.05% of the 13F portfolio, value $370,633.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 4,659 shares
    Change vs previous 13F +162 shares

    0.05% of the 13F portfolio, value $351,743.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 4,497 shares
    Change vs previous 13F -3,985 shares

    0.05% of the 13F portfolio, value $312,211.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 8,482 shares
    Change vs previous 13F +49 shares

    0.1% of the 13F portfolio, value $601,281.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 8,433 shares
    Change vs previous 13F +512 shares

    0.1% of the 13F portfolio, value $604,568.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 7,921 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $669,526.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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