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Disclosery

Holistic Financial Partners: NEE position timeline

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

Holistic Financial Partners held 3,139 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,139 shares
    Change vs previous 13F -1,003 shares

    0.17% of the 13F portfolio, value $275,511.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 4,142 shares
    Change vs previous 13F +56 shares

    0.14% of the 13F portfolio, value $384,709.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 4,086 shares
    Change vs previous 13F +14 shares

    0.12% of the 13F portfolio, value $328,025.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 4,072 shares
    Change vs previous 13F +1,074 shares

    0.13% of the 13F portfolio, value $307,396.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 2,998 shares
    Change vs previous 13F -678 shares

    0.09% of the 13F portfolio, value $208,122.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 3,676 shares
    Change vs previous 13F -407 shares

    0.13% of the 13F portfolio, value $260,592.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 4,083 shares
    Change vs previous 13F +212 shares

    0.15% of the 13F portfolio, value $292,711.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 3,871 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $327,216.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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