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Trinity Financial Advisors LLC: NEE position timeline

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

Trinity Financial Advisors LLC held 3,200 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,200 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $242,368.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,200 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $280,864.

    13F-HR 0001809574-26-000004 filed by Trinity Financial Advisors LLC
    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 3,200 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $297,216.

    13F-HR 0001809574-26-000003 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,200 shares
    Change vs previous 13F -637 shares

    0.07% of the 13F portfolio, value $256,896.

    13F-HR 0001809574-26-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,837 shares
    Change vs previous 13F +637 shares

    0.08% of the 13F portfolio, value $289,655.

    13F-HR 0001809574-25-000009 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,200 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $222,144.

    13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
    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/A 3,200 shares
    Change vs previous 13F -4 shares

    0.08% of the 13F portfolio, value $230,848.

    13F-HR/A 0001809574-25-000006 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,204 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $229,438.

    13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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