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Disclosery

PRIVATE TRUST CO NA: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE TRUST CO NA on NEE, newest first. How the timeline and the estimate are built.

PRIVATE TRUST CO NA held 37,805 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,805 shares
    Change vs previous 13F +1,147 shares

    0.27% of the 13F portfolio, value $3,318,113.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    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 36,658 shares
    Change vs previous 13F -1,580 shares

    0.3% of the 13F portfolio, value $3,404,761.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    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 38,238 shares
    Change vs previous 13F -391 shares

    0.27% of the 13F portfolio, value $3,069,717.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    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 38,629 shares
    Change vs previous 13F -4,110 shares

    0.26% of the 13F portfolio, value $2,916,075.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    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 42,739 shares
    Change vs previous 13F -2,116 shares

    0.28% of the 13F portfolio, value $2,966,913.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 44,855 shares
    Change vs previous 13F +2,219 shares

    0.33% of the 13F portfolio, value $3,179,742.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 42,636 shares
    Change vs previous 13F -71 shares

    0.31% of the 13F portfolio, value $3,056,546.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    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 42,707 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,609,989.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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