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Disclosery

Waterloo Capital, L.P.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on NEE, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 31,553 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,553 shares
    Change vs previous 13F -1,555 shares

    0.16% of the 13F portfolio, value $2,769,427.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 33,108 shares
    Change vs previous 13F -3,074 shares

    0.22% of the 13F portfolio, value $3,075,052.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 36,182 shares
    Change vs previous 13F +2,223 shares

    0.21% of the 13F portfolio, value $2,904,654.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 33,959 shares
    Change vs previous 13F +1,589 shares

    0.19% of the 13F portfolio, value $2,563,535.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 32,370 shares
    Change vs previous 13F +2,792 shares

    0.18% of the 13F portfolio, value $2,247,139.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 29,578 shares
    Change vs previous 13F +7,023 shares

    0.19% of the 13F portfolio, value $2,096,811.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 22,555 shares
    Change vs previous 13F +1,049 shares

    0.17% of the 13F portfolio, value $1,616,983.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 21,506 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,817,872.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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