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Disclosery

Shepherd Financial Partners LLC: NEE position timeline

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

Shepherd Financial Partners LLC held 31,716 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,716 shares
    Change vs previous 13F -353 shares

    0.23% of the 13F portfolio, value $2,783,712.

    13F-HR 0001696628-26-000004 filed by Shepherd 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 32,069 shares
    Change vs previous 13F -467 shares

    0.28% of the 13F portfolio, value $2,978,538.

    13F-HR 0001696628-26-000002 filed by Shepherd 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 32,536 shares
    Change vs previous 13F -593 shares

    0.24% of the 13F portfolio, value $2,611,961.

    13F-HR 0001696628-26-000001 filed by Shepherd 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 33,129 shares
    Change vs previous 13F -533 shares

    0.24% of the 13F portfolio, value $2,500,910.

    13F-HR 0001696628-25-000002 filed by Shepherd 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 33,662 shares
    Change vs previous 13F -83 shares

    0.25% of the 13F portfolio, value $2,336,797.

    13F-HR 0001085146-25-005028 filed by Shepherd 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 33,745 shares
    Change vs previous 13F +1,365 shares

    0.28% of the 13F portfolio, value $2,392,144.

    13F-HR 0001085146-25-002194 filed by Shepherd 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 32,380 shares
    Change vs previous 13F +293 shares

    0.28% of the 13F portfolio, value $2,321,324.

    13F-HR 0001085146-25-000526 filed by Shepherd 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 32,087 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,712,321.

    13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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