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Disclosery

Haven Capital Group, Inc.: NEE position timeline

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

Haven Capital Group, Inc. held 7,607 NEE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,607 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $667,666.

    13F-HR/A 0001754960-26-000772 filed by Haven Capital Group, 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 7,607 shares
    Change vs previous 13F -100 shares

    0.66% of the 13F portfolio, value $706,538.

    13F-HR 0001754960-26-000279 filed by Haven Capital Group, 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 7,707 shares
    Change vs previous 13F -546 shares

    0.58% of the 13F portfolio, value $619,000.

    13F-HR 0001754960-26-000065 filed by Haven Capital Group, 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 8,253 shares
    Change vs previous 13F -1,266 shares

    0.55% of the 13F portfolio, value $623,000.

    13F-HR 0001754960-25-000772 filed by Haven Capital Group, 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 9,519 shares
    Change vs previous 13F -422 shares

    0.58% of the 13F portfolio, value $661,000.

    13F-HR 0001754960-25-000606 filed by Haven Capital Group, 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 9,941 shares
    Change vs previous 13F -4,873 shares

    0.78% of the 13F portfolio, value $705,000.

    13F-HR 0001754960-25-000304 filed by Haven Capital Group, 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 14,814 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,062,016.

    13F-HR 0001754960-25-000118 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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