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Second Half Financial Partners, LLC: NEE position timeline

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

Second Half Financial Partners, LLC held 6,757 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 6,757 shares
    Change vs previous 13F +160 shares

    0.24% of the 13F portfolio, value $593,075.

    13F-HR 0001946654-26-000004 filed by Second Half Financial Partners, 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 6,597 shares
    Change vs previous 13F -164 shares

    0.28% of the 13F portfolio, value $612,744.

    13F-HR 0001946654-26-000002 filed by Second Half Financial Partners, 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 6,761 shares
    Change vs previous 13F +130 shares

    0.24% of the 13F portfolio, value $542,785.

    13F-HR 0001946654-26-000001 filed by Second Half Financial Partners, 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 6,631 shares
    Change vs previous 13F +26 shares

    0.22% of the 13F portfolio, value $500,586.

    13F-HR 0001946654-25-000009 filed by Second Half Financial Partners, 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 6,605 shares
    Change vs previous 13F -172 shares

    0.22% of the 13F portfolio, value $458,530.

    13F-HR 0001946654-25-000005 filed by Second Half Financial Partners, 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 6,777 shares
    Change vs previous 13F -58 shares

    0.24% of the 13F portfolio, value $480,432.

    13F-HR 0001946654-25-000002 filed by Second Half Financial Partners, 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 6,835 shares
    Change vs previous 13F -28,293 shares

    0.24% of the 13F portfolio, value $490,012.

    13F-HR 0001946654-25-000001 filed by Second Half Financial Partners, 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 35,128 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,969,411.

    13F-HR 0001946654-24-000004 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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