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Disclosery

Somerset Group LLC: NEE position timeline

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

Somerset Group LLC held 50,300 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 50,300 shares
    Change vs previous 13F +529 shares

    3.11% of the 13F portfolio, value $4,424,388.

    13F-HR 0001062993-26-004218 filed by Somerset 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 49,771 shares
    Change vs previous 13F -303 shares

    3.4% of the 13F portfolio, value $4,577,937.

    13F-HR 0001062993-26-002574 filed by Somerset 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 50,074 shares
    Change vs previous 13F -27 shares

    2.96% of the 13F portfolio, value $3,924,300.

    13F-HR 0001062993-26-000866 filed by Somerset 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 50,101 shares
    Change vs previous 13F -4,045 shares

    3% of the 13F portfolio, value $3,782,124.

    13F-HR 0001062993-25-016598 filed by Somerset 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 54,146 shares
    Change vs previous 13F +506 shares

    3.18% of the 13F portfolio, value $3,758,815.

    13F-HR 0001062993-25-014021 filed by Somerset 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 53,640 shares
    Change vs previous 13F +1,640 shares

    3.46% of the 13F portfolio, value $3,802,540.

    13F-HR 0001062993-25-009219 filed by Somerset 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 52,000 shares
    Change vs previous 13F -164 shares

    3.41% of the 13F portfolio, value $3,727,880.

    13F-HR 0001062993-25-002057 filed by Somerset 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 52,164 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $4,409,423.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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