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Disclosery

First Personal Financial Services: NEE position timeline

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

First Personal Financial Services held 14,016 NEE shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 14,016 shares
    Change vs previous 13F -152 shares

    0.25% of the 13F portfolio, value $1,184,773.

    13F-HR 0001633869-24-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 14,168 shares
    Change vs previous 13F -345 shares

    0.23% of the 13F portfolio, value $1,003,237.

    13F-HR 0001633869-24-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 14,513 shares
    Change vs previous 13F -117 shares

    0.22% of the 13F portfolio, value $927,526.

    13F-HR 0001633869-24-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 14,630 shares
    Change vs previous 13F -405 shares

    0.22% of the 13F portfolio, value $888,627.

    13F-HR 0001633869-24-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 15,035 shares
    Change vs previous 13F -1,042 shares

    0.22% of the 13F portfolio, value $861,356.

    13F-HR 0001633869-23-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 16,077 shares
    Change vs previous 13F +38 shares

    0.3% of the 13F portfolio, value $1,192,914.

    13F-HR 0001633869-23-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 16,039 shares
    Change vs previous 13F -95 shares

    0.32% of the 13F portfolio, value $1,236,287.

    13F-HR 0001633869-23-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 16,134 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,348,802.

    13F-HR 0001633869-23-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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