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Disclosery

SUMMITRY LLC: NEE position timeline

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

SUMMITRY LLC held 290,030 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,030 shares
    Change vs previous 13F +13 shares

    0.84% of the 13F portfolio, value $25,455,959.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 290,017 shares
    Change vs previous 13F +284,163 shares

    0.95% of the 13F portfolio, value $26,936,806.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 5,854 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $469,960.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 6,022 shares
    Change vs previous 13F +983 shares

    0.02% of the 13F portfolio, value $454,601.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 5,039 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $349,808.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 4,847 shares
    Change vs previous 13F -73 shares

    0.02% of the 13F portfolio, value $343,604.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 4,920 shares
    Change vs previous 13F +221 shares

    0.02% of the 13F portfolio, value $352,715.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 4,699 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $397,207.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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