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Patriot Financial Group Insurance Agency, LLC: NEE position timeline

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

Patriot Financial Group Insurance Agency, LLC held 19,690 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,690 shares
    Change vs previous 13F -2,739 shares

    0.14% of the 13F portfolio, value $1,491,309.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,429 shares
    Change vs previous 13F -18,787 shares

    0.2% of the 13F portfolio, value $1,969,056.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, 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 41,216 shares
    Change vs previous 13F +28,936 shares

    0.22% of the 13F portfolio, value $3,828,162.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, 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 12,280 shares
    Change vs previous 13F +7,938 shares

    0.12% of the 13F portfolio, value $985,868.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, 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 4,342 shares
    Change vs previous 13F -332 shares

    0.04% of the 13F portfolio, value $327,756.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, 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 4,674 shares
    Change vs previous 13F -56 shares

    0.04% of the 13F portfolio, value $324,445.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, 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 4,730 shares
    Change vs previous 13F +83 shares

    0.04% of the 13F portfolio, value $335,304.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, 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 4,647 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $333,147.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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