PacWest Financial Management Inc: NEE position timeline

PacWest Financial Management Inc held 15,800 NEE shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 15,800 shares

   Change vs previous 13F +110 shares

   1.12% of the 13F portfolio, value $18,874,000.

   13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
   Filed 2017-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

2. period ended2016-09-30

   13F 15,690 shares

   Change vs previous 13F -70 shares

   1.17% of the 13F portfolio, value $1,919,000.

   13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
   Filed 2016-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

3. period ended2016-06-30

   13F 15,760 shares

   Change vs previous 13F -90 shares

   1.28% of the 13F portfolio, value $2,055,000.

   13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
   Filed 2016-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

4. period ended2016-03-31

   13F 15,850 shares

   Change vs previous 13F -202 shares

   1.21% of the 13F portfolio, value $1,875,000.

   13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
   Filed 2016-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

5. period ended2015-12-31

   13F 16,052 shares

   Change vs previous 13F 0 shares

   1.12% of the 13F portfolio, value $1,668,000.

   13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
   Filed 2016-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

6. period ended2015-09-30

   13F 16,052 shares

   Change vs previous 13F +11,405 shares

   1.16% of the 13F portfolio, value $1,566,000.

   13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
   Filed 2015-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

7. period ended2015-06-30

   13F 4,647 shares

   Change vs previous 13F 0 shares

   0.34% of the 13F portfolio, value $484,000.

   13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
   Filed 2015-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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

8. period ended2015-03-31

   13F 4,647 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $484,000.

   13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
   Filed 2015-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

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