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Disclosery

S.A. Mason LLC: NEE position timeline

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

S.A. Mason LLC held 14,510 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,510 shares
    Change vs previous 13F +2,229 shares

    0.39% of the 13F portfolio, value $1,273,543.

    13F-HR 0001800911-26-000003 filed by S.A. Mason 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 12,281 shares
    Change vs previous 13F +10 shares

    0.43% of the 13F portfolio, value $1,140,659.

    13F-HR 0001800911-26-000002 filed by S.A. Mason 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 12,271 shares
    Change vs previous 13F +50 shares

    0.39% of the 13F portfolio, value $985,116.

    13F-HR 0001800911-26-000001 filed by S.A. Mason 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 12,221 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $922,563.

    13F-HR 0001800911-25-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,221 shares
    Change vs previous 13F +169 shares

    0.41% of the 13F portfolio, value $848,382.

    13F-HR 0001800911-25-000003 filed by S.A. Mason LLC
    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 12,052 shares
    Change vs previous 13F +170 shares

    0.45% of the 13F portfolio, value $854,366.

    13F-HR 0001800911-25-000002 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,882 shares
    Change vs previous 13F +307 shares

    0.45% of the 13F portfolio, value $851,821.

    13F-HR 0001800911-25-000001 filed by S.A. Mason LLC
    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 11,575 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $978,435.

    13F-HR 0001800911-24-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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