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NorthCrest Asset Manangement, LLC: NEE position timeline

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

NorthCrest Asset Manangement, LLC held 38,091 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,091 shares
    Change vs previous 13F +1,359 shares

    0.07% of the 13F portfolio, value $2,947,097.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,732 shares
    Change vs previous 13F +1,874 shares

    0.08% of the 13F portfolio, value $3,199,399.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 34,858 shares
    Change vs previous 13F -7,907 shares

    0.1% of the 13F portfolio, value $3,247,016.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,765 shares
    Change vs previous 13F -1,523 shares

    0.08% of the 13F portfolio, value $3,477,658.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 44,288 shares
    Change vs previous 13F +1,269 shares

    0.09% of the 13F portfolio, value $3,685,204.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,019 shares
    Change vs previous 13F -276 shares

    0.09% of the 13F portfolio, value $3,178,211.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,295 shares
    Change vs previous 13F +1,642 shares

    0.09% of the 13F portfolio, value $3,069,156.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 41,653 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,986,160.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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