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LYNCH & ASSOCIATES/IN: NEE position timeline

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

LYNCH & ASSOCIATES/IN held 63,753 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,753 shares
    Change vs previous 13F -82 shares

    0.98% of the 13F portfolio, value $5,595,601.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 63,835 shares
    Change vs previous 13F +2,039 shares

    1.11% of the 13F portfolio, value $5,928,995.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 61,796 shares
    Change vs previous 13F +1,740 shares

    0.94% of the 13F portfolio, value $4,960,983.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 60,056 shares
    Change vs previous 13F +460 shares

    0.88% of the 13F portfolio, value $4,533,627.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 59,596 shares
    Change vs previous 13F -200 shares

    0.83% of the 13F portfolio, value $4,137,154.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 59,796 shares
    Change vs previous 13F -596 shares

    0.92% of the 13F portfolio, value $4,238,938.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 60,392 shares
    Change vs previous 13F +2,953 shares

    0.94% of the 13F portfolio, value $4,329,502.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 57,439 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,855,319.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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