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Disclosery

Herold Advisors, Inc.: NEE position timeline

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

Herold Advisors, Inc. held 27,346 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,346 shares
    Change vs previous 13F +356 shares

    0.47% of the 13F portfolio, value $2,402,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 26,990 shares
    Change vs previous 13F +3,288 shares

    0.55% of the 13F portfolio, value $2,506,831.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 23,702 shares
    Change vs previous 13F +107 shares

    0.43% of the 13F portfolio, value $1,902,796.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 23,595 shares
    Change vs previous 13F +892 shares

    0.41% of the 13F portfolio, value $1,781,187.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, 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 22,703 shares
    Change vs previous 13F -4,782 shares

    0.33% of the 13F portfolio, value $1,576,043.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, 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 27,485 shares
    Change vs previous 13F +4,455 shares

    0.43% of the 13F portfolio, value $1,948,412.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, 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 23,030 shares
    Change vs previous 13F +189 shares

    0.36% of the 13F portfolio, value $1,651,021.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, 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 22,841 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,930,750.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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