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Disclosery

Finivi Inc.: NEE position timeline

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

Finivi Inc. held 33,603 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,603 shares
    Change vs previous 13F +251 shares

    1.51% of the 13F portfolio, value $2,949,356.

    13F-HR 0002085853-26-000668 filed by Finivi 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 33,352 shares
    Change vs previous 13F +2,176 shares

    1.69% of the 13F portfolio, value $3,097,750.

    13F-HR 0002085853-26-000338 filed by Finivi 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 31,176 shares
    Change vs previous 13F -774 shares

    1.45% of the 13F portfolio, value $2,502,782.

    13F-HR 0002085853-26-000104 filed by Finivi 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 31,950 shares
    Change vs previous 13F +136 shares

    1.54% of the 13F portfolio, value $2,411,914.

    13F-HR 0002085853-25-000310 filed by Finivi 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 31,814 shares
    Change vs previous 13F +888 shares

    1.5% of the 13F portfolio, value $2,208,509.

    13F-HR 0002085853-25-000309 filed by Finivi 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 30,926 shares
    Change vs previous 13F -328 shares

    1.76% of the 13F portfolio, value $2,192,372.

    13F-HR 0002085853-25-000308 filed by Finivi 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 31,254 shares
    Change vs previous 13F -1,456 shares

    1.79% of the 13F portfolio, value $2,240,615.

    13F-HR 0002085853-25-000307 filed by Finivi 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 32,710 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,764,993.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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