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Disclosery

SevenBridge Financial Group, LLC: NEE position timeline

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

SevenBridge Financial Group, LLC held 56,976 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,976 shares
    Change vs previous 13F +1,773 shares

    0.71% of the 13F portfolio, value $4,822,991.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, 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 55,203 shares
    Change vs previous 13F +1,732 shares

    0.78% of the 13F portfolio, value $4,968,309.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, 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 53,471 shares
    Change vs previous 13F +3,868 shares

    0.73% of the 13F portfolio, value $4,570,160.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, 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 49,603 shares
    Change vs previous 13F +14,089 shares

    0.7% of the 13F portfolio, value $4,260,431.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 35,514 shares
    Change vs previous 13F +11,065 shares

    0.45% of the 13F portfolio, value $2,552,054.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 24,449 shares
    Change vs previous 13F +16,238 shares

    0.34% of the 13F portfolio, value $1,703,832.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, 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 8,211 shares
    Change vs previous 13F +1,633 shares

    0.11% of the 13F portfolio, value $577,480.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, 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 6,578 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $499,336.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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