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Joel Isaacson & Co., LLC: NEE position timeline

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

Joel Isaacson & Co., LLC held 46,746 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,746 shares
    Change vs previous 13F +155 shares

    0.12% of the 13F portfolio, value $4,102,876.

    13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., 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 46,591 shares
    Change vs previous 13F +4,080 shares

    0.14% of the 13F portfolio, value $4,327,384.

    13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., 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 42,511 shares
    Change vs previous 13F +2,994 shares

    0.11% of the 13F portfolio, value $3,412,749.

    13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., 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 39,517 shares
    Change vs previous 13F +1,638 shares

    0.11% of the 13F portfolio, value $2,983,124.

    13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., 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 37,879 shares
    Change vs previous 13F +3,298 shares

    0.11% of the 13F portfolio, value $2,629,556.

    13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., 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 34,581 shares
    Change vs previous 13F +3,194 shares

    0.11% of the 13F portfolio, value $2,451,424.

    13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., 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 31,387 shares
    Change vs previous 13F +2,538 shares

    0.1% of the 13F portfolio, value $2,250,148.

    13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., 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 28,849 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,438,648.

    13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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