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Point Windward Advisors Inc.: NEE position timeline

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

Point Windward Advisors Inc. held 42,864 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 42,864 shares
    Change vs previous 13F +704 shares

    1.66% of the 13F portfolio, value $3,762,156.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors 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 42,160 shares
    Change vs previous 13F +1,866 shares

    1.96% of the 13F portfolio, value $3,915,802.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors 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 40,294 shares
    Change vs previous 13F -2,210 shares

    1.55% of the 13F portfolio, value $3,234,786.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors 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 42,504 shares
    Change vs previous 13F -1,263 shares

    1.5% of the 13F portfolio, value $3,208,612.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors 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 43,767 shares
    Change vs previous 13F -16,794 shares

    1.37% of the 13F portfolio, value $3,038,291.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors 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 60,561 shares
    Change vs previous 13F -1,174 shares

    1.71% of the 13F portfolio, value $4,293,155.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors 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 61,735 shares
    Change vs previous 13F +2,976 shares

    1.66% of the 13F portfolio, value $4,425,768.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors 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 58,759 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $4,966,888.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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