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MCDONALD PARTNERS LLC: NEE position timeline

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

MCDONALD PARTNERS LLC held 12,980 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,980 shares
    Change vs previous 13F -505 shares

    0.28% of the 13F portfolio, value $1,139,255.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 13,485 shares
    Change vs previous 13F -96 shares

    0.3% of the 13F portfolio, value $1,252,487.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 13,581 shares
    Change vs previous 13F -5,746 shares

    0.34% of the 13F portfolio, value $1,090,282.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 19,327 shares
    Change vs previous 13F -16,302 shares

    0.44% of the 13F portfolio, value $1,458,844.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 35,629 shares
    Change vs previous 13F +373 shares

    0.6% of the 13F portfolio, value $2,478,520.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 35,256 shares
    Change vs previous 13F +459 shares

    0.65% of the 13F portfolio, value $2,504,197.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 34,797 shares
    Change vs previous 13F +1,087 shares

    0.64% of the 13F portfolio, value $2,494,666.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 33,710 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,849,556.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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