MEANS INVESTMENT CO., INC.: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on NEE, newest first. How the timeline and the estimate are built.
MEANS INVESTMENT CO., INC. held 18,727 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 18,727 sharesChange vs previous 13F -531 shares
0.12% of the 13F portfolio, value $1,643,694.
13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,258 sharesChange vs previous 13F +510 shares
0.16% of the 13F portfolio, value $1,788,674.
13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,748 sharesChange vs previous 13F -868 shares
0.13% of the 13F portfolio, value $1,505,049.
13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,616 sharesChange vs previous 13F -275 shares
0.13% of the 13F portfolio, value $1,480,837.
13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,891 sharesChange vs previous 13F -378 shares
0.13% of the 13F portfolio, value $1,380,833.
13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,269 sharesChange vs previous 13F -723 shares
0.15% of the 13F portfolio, value $1,436,883.
13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,992 sharesChange vs previous 13F -142 shares
0.16% of the 13F portfolio, value $1,504,895.
13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,134 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,786,466.
13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).