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FORBES J M & CO LLP: NEE position timeline

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

FORBES J M & CO LLP held 218,837 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,837 shares
    Change vs previous 13F -655 shares

    1.51% of the 13F portfolio, value $19,207,323.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 219,492 shares
    Change vs previous 13F +929 shares

    1.72% of the 13F portfolio, value $20,386,417.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 218,563 shares
    Change vs previous 13F +1,790 shares

    1.42% of the 13F portfolio, value $17,546,238.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 216,773 shares
    Change vs previous 13F +169 shares

    1.36% of the 13F portfolio, value $16,364,194.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 216,604 shares
    Change vs previous 13F -2,133 shares

    1.38% of the 13F portfolio, value $15,036,650.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 218,737 shares
    Change vs previous 13F +6,037 shares

    1.5% of the 13F portfolio, value $15,506,266.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 212,700 shares
    Change vs previous 13F +398 shares

    1.47% of the 13F portfolio, value $15,248,463.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 212,302 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $17,945,888.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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