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Disclosery

Somerset Trust Co: NEE position timeline

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

Somerset Trust Co held 93,965 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 93,965 shares
    Change vs previous 13F -209 shares

    2.01% of the 13F portfolio, value $7,116,909.

    13F-HR 0001597099-26-000006 filed by Somerset Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,174 shares
    Change vs previous 13F +527 shares

    2.34% of the 13F portfolio, value $8,265,652.

    13F-HR 0001597099-26-000003 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 93,647 shares
    Change vs previous 13F +1,562 shares

    2.67% of the 13F portfolio, value $8,697,934.

    13F-HR 0001597099-26-000002 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 92,085 shares
    Change vs previous 13F +1,247 shares

    2.26% of the 13F portfolio, value $7,392,584.

    13F-HR 0001597099-26-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 90,838 shares
    Change vs previous 13F +1,012 shares

    2.12% of the 13F portfolio, value $6,857,360.

    13F-HR 0001597099-25-000006 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 89,826 shares
    Change vs previous 13F +117 shares

    2.03% of the 13F portfolio, value $6,235,721.

    13F-HR 0001597099-25-000004 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 89,709 shares
    Change vs previous 13F +4,445 shares

    2.26% of the 13F portfolio, value $6,359,471.

    13F-HR 0001597099-25-000003 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 85,264 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $6,112,577.

    13F-HR 0001597099-25-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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