REILLY FINANCIAL ADVISORS, LLC: NEE position timeline

REILLY FINANCIAL ADVISORS, LLC held 227,943 NEE shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 227,943 shares

   Change vs previous 13F -19,985 shares

   1.58% of the 13F portfolio, value $21,281,000.

   13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

2. period ended2021-09-30

   13F 247,928 shares

   Change vs previous 13F +1,560 shares

   1.66% of the 13F portfolio, value $19,467,000.

   13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2021-06-30

   13F 246,368 shares

   Change vs previous 13F -7,696 shares

   1.46% of the 13F portfolio, value $18,054,000.

   13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

4. period ended2021-03-31

   13F 254,064 shares

   Change vs previous 13F +2,770 shares

   1.69% of the 13F portfolio, value $19,210,000.

   13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

5. period ended2020-12-31

   13F 251,294 shares

   Change vs previous 13F +188,985 shares

   1.82% of the 13F portfolio, value $19,387,000.

   13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

6. period ended2020-09-30

   13F 62,309 shares

   Change vs previous 13F -6,010 shares

   1.85% of the 13F portfolio, value $17,294,000.

   13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

7. period ended2020-06-30

   13F 68,319 shares

   Change vs previous 13F +6,794 shares

   1.94% of the 13F portfolio, value $16,408,000.

   13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

8. period ended2020-03-31

   13F 61,525 shares

   Change vs previous 13F not available

   2.14% of the 13F portfolio, value $14,804,000.

   13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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