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Disclosery

Trust Co of the South: NEE position timeline

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

Trust Co of the South held 5,322 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,322 shares
    Change vs previous 13F +207 shares

    0.07% of the 13F portfolio, value $467,112.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 5,115 shares
    Change vs previous 13F +720 shares

    0.08% of the 13F portfolio, value $475,081.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 4,395 shares
    Change vs previous 13F +667 shares

    0.06% of the 13F portfolio, value $352,831.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 3,728 shares
    Change vs previous 13F +294 shares

    0.05% of the 13F portfolio, value $281,427.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 3,434 shares
    Change vs previous 13F -22 shares

    0.04% of the 13F portfolio, value $238,389.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 3,456 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $244,996.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 3,434 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $246,184.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 3,434 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $290,276.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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