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Disclosery

HEADINVEST, LLC: NEE position timeline

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

HEADINVEST, LLC held 15,587 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,587 shares
    Change vs previous 13F +5 shares

    0.26% of the 13F portfolio, value $1,368,071.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, LLC
    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 15,582 shares
    Change vs previous 13F +456 shares

    0.3% of the 13F portfolio, value $1,447,256.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, LLC
    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 15,126 shares
    Change vs previous 13F +681 shares

    0.24% of the 13F portfolio, value $1,214,315.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, LLC
    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 14,445 shares
    Change vs previous 13F +576 shares

    0.23% of the 13F portfolio, value $1,090,453.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, LLC
    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 13,869 shares
    Change vs previous 13F -7,747 shares

    0.21% of the 13F portfolio, value $962,786.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, LLC
    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 21,616 shares
    Change vs previous 13F -150 shares

    0.3% of the 13F portfolio, value $1,532,358.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, LLC
    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 21,766 shares
    Change vs previous 13F +75 shares

    0.29% of the 13F portfolio, value $1,560,405.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, LLC
    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 21,691 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,833,540.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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