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Vestmark Advisory Solutions, Inc.: NEE position timeline

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

Vestmark Advisory Solutions, Inc. held 174,727 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,727 shares
    Change vs previous 13F -267 shares

    0.14% of the 13F portfolio, value $15,335,793.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 174,994 shares
    Change vs previous 13F +7,950 shares

    0.18% of the 13F portfolio, value $16,253,692.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 167,044 shares
    Change vs previous 13F +89,066 shares

    0.18% of the 13F portfolio, value $13,410,340.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 77,978 shares
    Change vs previous 13F +22,911 shares

    0.11% of the 13F portfolio, value $5,886,523.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 55,067 shares
    Change vs previous 13F -28,921 shares

    0.06% of the 13F portfolio, value $3,822,735.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 83,988 shares
    Change vs previous 13F +41,424 shares

    0.15% of the 13F portfolio, value $5,953,963.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 42,564 shares
    Change vs previous 13F +3,153 shares

    0.11% of the 13F portfolio, value $3,051,384.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 39,411 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,331,411.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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