Stack Financial Management, Inc: NEE position timeline

Stack Financial Management, Inc held 311,320 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 311,320 shares

   Change vs previous 13F +2,302 shares

   2.13% of the 13F portfolio, value $27,324,557.

   13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 309,018 shares

   Change vs previous 13F +402 shares

   2.11% of the 13F portfolio, value $28,701,592.

   13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 308,616 shares

   Change vs previous 13F -3,361 shares

   1.89% of the 13F portfolio, value $24,775,693.

   13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 311,977 shares

   Change vs previous 13F -3,260 shares

   1.95% of the 13F portfolio, value $23,551,144.

   13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 315,237 shares

   Change vs previous 13F not available

   1.93% of the 13F portfolio, value $21,883,753.

   13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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