NEVILLE RODIE & SHAW INC: NEE position timeline

NEVILLE RODIE & SHAW INC held 168,975 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 168,975 shares

   Change vs previous 13F -600 shares

   0.87% of the 13F portfolio, value $12,798,000.

   13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
   Accepted 2026-10-05 13:53:17 UTC, ingested 2026-10-06 10:25:12 UTC

2. period ended2026-06-30

   13F 169,575 shares

   Change vs previous 13F -1,550 shares

   0.96% of the 13F portfolio, value $14,884,000.

   13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 171,125 shares

   Change vs previous 13F -2,073 shares

   1.15% of the 13F portfolio, value $15,894,000.

   13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 173,198 shares

   Change vs previous 13F -3,191 shares

   0.98% of the 13F portfolio, value $13,904,000.

   13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 176,389 shares

   Change vs previous 13F -1,302 shares

   0.96% of the 13F portfolio, value $13,316,000.

   13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 177,691 shares

   Change vs previous 13F -5,950 shares

   0.92% of the 13F portfolio, value $12,335,000.

   13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 183,641 shares

   Change vs previous 13F -3,740 shares

   1.02% of the 13F portfolio, value $13,019,000.

   13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 187,381 shares

   Change vs previous 13F not available

   0.98% of the 13F portfolio, value $13,433,000.

   13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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