Skip to content
Disclosery

Lantz Financial LLC: NEE position timeline

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

Lantz Financial LLC held 14,724 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,724 shares
    Change vs previous 13F -325 shares

    0.24% of the 13F portfolio, value $1,292,295.

    13F-HR 0001766883-26-000009 filed by Lantz Financial 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 15,049 shares
    Change vs previous 13F +846 shares

    0.29% of the 13F portfolio, value $1,397,710.

    13F-HR 0001766883-26-000005 filed by Lantz Financial 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 14,203 shares
    Change vs previous 13F +230 shares

    0.24% of the 13F portfolio, value $1,140,195.

    13F-HR 0001766883-26-000002 filed by Lantz Financial 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 13,973 shares
    Change vs previous 13F +295 shares

    0.23% of the 13F portfolio, value $1,054,805.

    13F-HR 0001766883-25-000008 filed by Lantz Financial 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 13,678 shares
    Change vs previous 13F -4 shares

    0.24% of the 13F portfolio, value $949,560.

    13F-HR 0001085146-25-003738 filed by Lantz Financial 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 13,682 shares
    Change vs previous 13F +126 shares

    0.27% of the 13F portfolio, value $969,945.

    13F-HR 0001085146-25-001925 filed by Lantz Financial 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 13,556 shares
    Change vs previous 13F -41 shares

    0.26% of the 13F portfolio, value $971,848.

    13F-HR 0001085146-25-000377 filed by Lantz Financial 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 13,597 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,149,385.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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