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Disclosery

Legacy Trust: NEE position timeline

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

Legacy Trust held 16,142 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,142 shares
    Change vs previous 13F -303 shares

    0.25% of the 13F portfolio, value $1,416,783.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 16,445 shares
    Change vs previous 13F -260 shares

    0.29% of the 13F portfolio, value $1,527,412.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 16,705 shares
    Change vs previous 13F -160 shares

    0.25% of the 13F portfolio, value $1,341,077.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 16,865 shares
    Change vs previous 13F +2,493 shares

    0.25% of the 13F portfolio, value $1,273,139.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 14,372 shares
    Change vs previous 13F +88 shares

    0.24% of the 13F portfolio, value $997,704.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 14,284 shares
    Change vs previous 13F -191 shares

    0.24% of the 13F portfolio, value $1,012,593.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 14,475 shares
    Change vs previous 13F -187 shares

    0.24% of the 13F portfolio, value $1,037,713.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 14,662 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,239,379.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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