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Disclosery

EQUITABLE TRUST CO: NEE position timeline

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

EQUITABLE TRUST CO held 53,740 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,740 shares
    Change vs previous 13F -7,069 shares

    0.2% of the 13F portfolio, value $4,716,760.

    13F-HR 0000033250-26-000003 filed by EQUITABLE 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 60,809 shares
    Change vs previous 13F +5,575 shares

    0.26% of the 13F portfolio, value $5,647,940.

    13F-HR 0000033250-26-000002 filed by EQUITABLE 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 55,234 shares
    Change vs previous 13F -2,237 shares

    0.2% of the 13F portfolio, value $4,434,185.

    13F-HR 0000033250-26-000001 filed by EQUITABLE 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 57,471 shares
    Change vs previous 13F -551 shares

    0.2% of the 13F portfolio, value $4,338,486.

    13F-HR 0000033250-25-000005 filed by EQUITABLE 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 58,022 shares
    Change vs previous 13F -952 shares

    0.2% of the 13F portfolio, value $4,027,887.

    13F-HR 0000033250-25-000003 filed by EQUITABLE 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 58,974 shares
    Change vs previous 13F +14,897 shares

    0.23% of the 13F portfolio, value $4,180,667.

    13F-HR 0000033250-25-000002 filed by EQUITABLE 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 44,077 shares
    Change vs previous 13F +3,438 shares

    0.18% of the 13F portfolio, value $3,159,880.

    13F-HR 0000033250-25-000001 filed by EQUITABLE 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 40,639 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,435,215.

    13F-HR 0000033250-24-000004 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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