Greystone Financial Group, LLC: NEE position timeline

Greystone Financial Group, LLC held 0 NEE shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -11,938 shares

   13F-HR 0001845302-25-000011 filed by Greystone Financial Group, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 11,938 shares

   Change vs previous 13F -2,802 shares

   0.14% of the 13F portfolio, value $828,736.

   13F-HR 0001845302-25-000007 filed by Greystone Financial Group, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 14,740 shares

   Change vs previous 13F +185 shares

   0.19% of the 13F portfolio, value $1,044,919.

   13F-HR 0001845302-25-000005 filed by Greystone Financial Group, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 14,555 shares

   Change vs previous 13F +460 shares

   0.18% of the 13F portfolio, value $1,043,448.

   13F-HR 0001845302-25-000003 filed by Greystone Financial Group, LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 14,095 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $1,191,450.

   13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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