Skip to content
Disclosery

Lee Financial Co: NEE position timeline

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

Lee Financial Co held 3,318 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,318 shares
    Change vs previous 13F +88 shares

    0.04% of the 13F portfolio, value $291,221.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 3,230 shares
    Change vs previous 13F -58 shares

    0.04% of the 13F portfolio, value $300,003.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 3,288 shares
    Change vs previous 13F -1,260 shares

    0.04% of the 13F portfolio, value $263,962.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 4,548 shares
    Change vs previous 13F +1,246 shares

    0.04% of the 13F portfolio, value $343,329.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 3,302 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $229,226.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 3,344 shares
    Change vs previous 13F -1,021 shares

    0.04% of the 13F portfolio, value $237,057.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 4,365 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $312,927.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 4,064 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $343,530.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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