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Disclosery

Security National Bank: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Security National Bank on NEE, newest first. How the timeline and the estimate are built.

Security National Bank held 112,578 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,578 shares
    Change vs previous 13F +11,045 shares

    1.18% of the 13F portfolio, value $9,880,971.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 101,533 shares
    Change vs previous 13F +2,083 shares

    1.37% of the 13F portfolio, value $9,430,385.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 99,450 shares
    Change vs previous 13F +1,442 shares

    1.14% of the 13F portfolio, value $7,983,846.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 98,008 shares
    Change vs previous 13F +5,138 shares

    1.13% of the 13F portfolio, value $7,398,624.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    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 92,870 shares
    Change vs previous 13F +280 shares

    1.12% of the 13F portfolio, value $6,447,036.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    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 92,590 shares
    Change vs previous 13F +1,551 shares

    1.24% of the 13F portfolio, value $6,563,705.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    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 91,039 shares
    Change vs previous 13F -865 shares

    0.93% of the 13F portfolio, value $6,526,586.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    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 91,904 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $7,768,645.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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