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Haverford Financial Services, Inc.: NEE position timeline

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

Haverford Financial Services, Inc. held 103,795 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,795 shares
    Change vs previous 13F -677 shares

    2.69% of the 13F portfolio, value $9,110,087.

    13F-HR 0001104659-26-094815 filed by Haverford Financial Services, 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 104,472 shares
    Change vs previous 13F -251 shares

    2.89% of the 13F portfolio, value $9,703,359.

    13F-HR 0001104659-26-058495 filed by Haverford Financial Services, 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 104,723 shares
    Change vs previous 13F -13,673 shares

    2.36% of the 13F portfolio, value $8,407,162.

    13F-HR 0001104659-26-014783 filed by Haverford Financial Services, 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 118,396 shares
    Change vs previous 13F -408 shares

    2.51% of the 13F portfolio, value $8,937,714.

    13F-HR 0001104659-25-110202 filed by Haverford Financial Services, 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 118,804 shares
    Change vs previous 13F +11,987 shares

    2.44% of the 13F portfolio, value $8,247,374.

    13F-HR 0001104659-25-076263 filed by Haverford Financial Services, 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 106,817 shares
    Change vs previous 13F -807 shares

    2.33% of the 13F portfolio, value $7,572,257.

    13F-HR 0001104659-25-046590 filed by Haverford Financial Services, 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 107,624 shares
    Change vs previous 13F +10,031 shares

    2.35% of the 13F portfolio, value $7,715,565.

    13F-HR 0001104659-25-011392 filed by Haverford Financial Services, Inc.
    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 97,593 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $8,249,536.

    13F-HR 0001104659-24-111778 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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