OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC on NEE, newest first. How the timeline and the estimate are built.
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 10,608 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 10,608 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $931,064.
13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,608 sharesChange vs previous 13F -44 shares
0.05% of the 13F portfolio, value $985,271.
13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,652 sharesChange vs previous 13F +44 shares
0.04% of the 13F portfolio, value $855,143.
13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,608 sharesChange vs previous 13F +48 shares
0.04% of the 13F portfolio, value $800,798.
13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,560 sharesChange vs previous 13F -351 shares
0.04% of the 13F portfolio, value $733,075.
13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,911 sharesChange vs previous 13F +315 shares
0.04% of the 13F portfolio, value $773,481.
13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,596 sharesChange vs previous 13F -128 shares
0.04% of the 13F portfolio, value $759,627.
13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,724 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $906,500.
13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).