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Disclosery

Nvest Financial, LLC: NEE position timeline

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

Nvest Financial, LLC held 54,325 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,325 shares
    Change vs previous 13F +1,370 shares

    1.51% of the 13F portfolio, value $4,768,138.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 52,955 shares
    Change vs previous 13F +4,022 shares

    1.83% of the 13F portfolio, value $4,918,425.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 48,933 shares
    Change vs previous 13F +14,259 shares

    1.63% of the 13F portfolio, value $3,928,371.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 34,674 shares
    Change vs previous 13F -10,074 shares

    1.5% of the 13F portfolio, value $2,617,551.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 44,748 shares
    Change vs previous 13F +2,668 shares

    1.62% of the 13F portfolio, value $3,106,439.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 42,080 shares
    Change vs previous 13F +10,180 shares

    1.6% of the 13F portfolio, value $2,983,071.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 31,900 shares
    Change vs previous 13F +1,018 shares

    1.16% of the 13F portfolio, value $2,286,919.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 30,882 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,610,477.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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