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Disclosery

L.M. KOHN & COMPANY: NEE position timeline

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

L.M. KOHN & COMPANY held 2,702 NEE shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,702 shares
    Change vs previous 13F -5,105 shares

    0.25% of the 13F portfolio, value $203,972.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,807 shares
    Change vs previous 13F -7,243 shares

    0.15% of the 13F portfolio, value $541,960.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 15,050 shares
    Change vs previous 13F -303 shares

    0.28% of the 13F portfolio, value $1,066,897.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 15,353 shares
    Change vs previous 13F +145 shares

    0.28% of the 13F portfolio, value $1,100,691.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 15,208 shares
    Change vs previous 13F +899 shares

    0.33% of the 13F portfolio, value $1,285,519.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 14,309 shares
    Change vs previous 13F +539 shares

    0.27% of the 13F portfolio, value $1,013,199.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 13,770 shares
    Change vs previous 13F +4,569 shares

    0.25% of the 13F portfolio, value $880,032.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 9,201 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $558,887.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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