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Disclosery

Exchange Bank: NEE position timeline

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

Exchange Bank held 13,406 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,406 shares
    Change vs previous 13F -281 shares

    0.63% of the 13F portfolio, value $1,015,371.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,687 shares
    Change vs previous 13F -53 shares

    0.75% of the 13F portfolio, value $1,201,308.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    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 13,740 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,276,170.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    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 13,740 shares
    Change vs previous 13F +34 shares

    0.76% of the 13F portfolio, value $1,103,046.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    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 13,706 shares
    Change vs previous 13F +1 shares

    0.72% of the 13F portfolio, value $1,034,666.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    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 13,705 shares
    Change vs previous 13F -25 shares

    0.75% of the 13F portfolio, value $951,401.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    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 13,730 shares
    Change vs previous 13F +56 shares

    0.79% of the 13F portfolio, value $973,319.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    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 13,674 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $980,287.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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