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Disclosery

Portfolio Design Labs, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Design Labs, LLC on NEE, newest first. How the timeline and the estimate are built.

Portfolio Design Labs, LLC held 11,511 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,511 shares
    Change vs previous 13F +56 shares

    0.17% of the 13F portfolio, value $1,010,361.

    13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, LLC
    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 11,455 shares
    Change vs previous 13F -8,103 shares

    0.19% of the 13F portfolio, value $1,063,955.

    13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, LLC
    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 19,558 shares
    Change vs previous 13F +269 shares

    0.26% of the 13F portfolio, value $1,570,100.

    13F-HR 0002010278-26-000002 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,289 shares
    Change vs previous 13F +19,289 shares

    0.25% of the 13F portfolio, value $1,456,159.

    13F-HR 0002010278-25-000007 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -22,884 shares

    13F-HR 0002010278-25-000004 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 22,884 shares
    Change vs previous 13F +3,105 shares

    0.34% of the 13F portfolio, value $1,640,555.

    13F-HR 0002010278-25-000002 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 19,779 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,671,920.

    13F-HR 0002010278-24-000006 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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