Skip to content
Disclosery

Grant/GrossMendelsohn, LLC: NEE position timeline

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

Grant/GrossMendelsohn, LLC held 3,484 NEE shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,484 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $230,618.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,483 shares
    Change vs previous 13F -4,897 shares

    0.13% of the 13F portfolio, value $249,696.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 8,380 shares
    Change vs previous 13F +143 shares

    0.31% of the 13F portfolio, value $708,329.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 8,237 shares
    Change vs previous 13F +35 shares

    0.27% of the 13F portfolio, value $583,274.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 8,202 shares
    Change vs previous 13F -4,826 shares

    0.25% of the 13F portfolio, value $536,271.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 13,028 shares
    Change vs previous 13F +3,357 shares

    0.32% of the 13F portfolio, value $761,892.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 9,671 shares
    Change vs previous 13F +1,112 shares

    0.24% of the 13F portfolio, value $554,038.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 8,559 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $617,889.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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