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Disclosery

Vest Financial, LLC: NEE position timeline

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

Vest Financial, LLC held 654,669 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 654,669 shares
    Change vs previous 13F -79,707 shares

    0.6% of the 13F portfolio, value $57,460,296.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 734,376 shares
    Change vs previous 13F +34,338 shares

    0.82% of the 13F portfolio, value $68,208,841.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 700,038 shares
    Change vs previous 13F -148,691 shares

    0.71% of the 13F portfolio, value $56,199,052.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 848,729 shares
    Change vs previous 13F -15,424 shares

    0.84% of the 13F portfolio, value $64,070,551.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 864,153 shares
    Change vs previous 13F +61,018 shares

    0.85% of the 13F portfolio, value $59,989,502.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 803,135 shares
    Change vs previous 13F +88,678 shares

    0.88% of the 13F portfolio, value $56,934,240.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 714,457 shares
    Change vs previous 13F +45,873 shares

    0.91% of the 13F portfolio, value $51,219,422.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 668,584 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $56,515,406.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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