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Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on NEE, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 7,577 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,577 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $665,033.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 7,558 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $701,987.

    13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 7,558 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $606,756.

    13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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