Skip to content
Disclosery

Kozak & Associates, Inc.: NEE position timeline

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

Kozak & Associates, Inc. held 5,382 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,382 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $464,842.

    13F-HR 0001764970-26-000005 filed by Kozak & Associates, 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 5,396 shares
    Change vs previous 13F -16 shares

    0.1% of the 13F portfolio, value $498,024.

    13F-HR 0001764970-26-000002 filed by Kozak & Associates, 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 5,412 shares
    Change vs previous 13F +36 shares

    0.08% of the 13F portfolio, value $432,392.

    13F-HR 0001764970-26-000001 filed by Kozak & Associates, 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 5,376 shares
    Change vs previous 13F -117 shares

    0.09% of the 13F portfolio, value $460,961.

    13F-HR 0001764970-25-000008 filed by Kozak & Associates, 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 5,493 shares
    Change vs previous 13F -66 shares

    0.08% of the 13F portfolio, value $404,524.

    13F-HR 0001764970-25-000003 filed by Kozak & Associates, 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 5,559 shares
    Change vs previous 13F +257 shares

    0.09% of the 13F portfolio, value $376,303.

    13F-HR 0001764970-25-000002 filed by Kozak & Associates, 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 5,302 shares
    Change vs previous 13F +140 shares

    0.09% of the 13F portfolio, value $381,664.

    13F-HR 0001764970-25-000001 filed by Kozak & Associates, 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 5,162 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $435,614.

    13F-HR 0001764970-24-000006 filed by Kozak & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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