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Disclosery

PDS Planning, Inc: NEE position timeline

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

PDS Planning, Inc held 18,266 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,266 shares
    Change vs previous 13F -2,398 shares

    0.09% of the 13F portfolio, value $1,603,205.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 20,664 shares
    Change vs previous 13F +262 shares

    0.13% of the 13F portfolio, value $1,919,270.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 20,402 shares
    Change vs previous 13F -707 shares

    0.11% of the 13F portfolio, value $1,637,871.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 21,109 shares
    Change vs previous 13F -396 shares

    0.11% of the 13F portfolio, value $1,593,517.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 21,505 shares
    Change vs previous 13F +5,935 shares

    0.11% of the 13F portfolio, value $1,492,856.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 15,570 shares
    Change vs previous 13F +1,599 shares

    0.09% of the 13F portfolio, value $1,103,744.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 13,971 shares
    Change vs previous 13F +667 shares

    0.09% of the 13F portfolio, value $1,001,568.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 13,304 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,124,587.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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