HOWE & RUSLING INC: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on NEE, newest first. How the timeline and the estimate are built.
HOWE & RUSLING INC held 269,147 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 269,147 sharesChange vs previous 13F +1,902 shares
1.37% of the 13F portfolio, value $23,623,029.
13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 267,245 sharesChange vs previous 13F +3,818 shares
1.62% of the 13F portfolio, value $24,821,725.
13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 263,427 sharesChange vs previous 13F +6,276 shares
1.4% of the 13F portfolio, value $21,147,925.
13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 257,151 sharesChange vs previous 13F +3,967 shares
1.33% of the 13F portfolio, value $19,412,330.
13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 253,184 sharesChange vs previous 13F +114,580 shares
1.3% of the 13F portfolio, value $17,576,005.
13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 138,604 sharesChange vs previous 13F +37,030 shares
0.83% of the 13F portfolio, value $9,825,673.
13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 101,574 sharesChange vs previous 13F +1,926 shares
0.63% of the 13F portfolio, value $7,281,839.
13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 99,648 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $8,423,286.
13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).