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Disclosery

Sara-Bay Financial: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on NEE, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 6,349 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,349 shares
    Change vs previous 13F +643 shares

    0.15% of the 13F portfolio, value $557,238.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 5,706 shares
    Change vs previous 13F +230 shares

    0.16% of the 13F portfolio, value $529,930.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 5,476 shares
    Change vs previous 13F -125 shares

    0.13% of the 13F portfolio, value $441,022.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 5,601 shares
    Change vs previous 13F -24 shares

    0.12% of the 13F portfolio, value $422,846.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 5,625 shares
    Change vs previous 13F -350 shares

    0.14% of the 13F portfolio, value $390,475.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 5,975 shares
    Change vs previous 13F -24 shares

    0.19% of the 13F portfolio, value $420,971.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 5,999 shares
    Change vs previous 13F -23 shares

    0.16% of the 13F portfolio, value $430,559.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 6,022 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $509,035.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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