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Disclosery

Sigma Planning Corp: NEE position timeline

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

Sigma Planning Corp held 113,356 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,356 shares
    Change vs previous 13F +2,745 shares

    0.25% of the 13F portfolio, value $9,949,255.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 110,611 shares
    Change vs previous 13F -6,589 shares

    0.29% of the 13F portfolio, value $10,273,514.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 117,200 shares
    Change vs previous 13F +12,766 shares

    0.26% of the 13F portfolio, value $9,396,426.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 104,434 shares
    Change vs previous 13F -360 shares

    0.22% of the 13F portfolio, value $7,883,687.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 104,794 shares
    Change vs previous 13F -4,620 shares

    0.22% of the 13F portfolio, value $7,274,823.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 109,414 shares
    Change vs previous 13F -5,388 shares

    0.25% of the 13F portfolio, value $7,756,353.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 114,802 shares
    Change vs previous 13F -5,203 shares

    0.26% of the 13F portfolio, value $8,230,176.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 120,005 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,144,008.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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