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Welch & Forbes LLC: NEE position timeline

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

Welch & Forbes LLC held 696,876 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 696,876 shares
    Change vs previous 13F +21,488 shares

    0.74% of the 13F portfolio, value $61,164,929.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes 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 675,388 shares
    Change vs previous 13F -639 shares

    0.81% of the 13F portfolio, value $62,730,038.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes 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 676,027 shares
    Change vs previous 13F +3,318 shares

    0.66% of the 13F portfolio, value $54,271,449.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes 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 672,709 shares
    Change vs previous 13F +5,297 shares

    0.61% of the 13F portfolio, value $50,782,940.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes 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 667,412 shares
    Change vs previous 13F +67,430 shares

    0.58% of the 13F portfolio, value $46,331,876.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes 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 599,982 shares
    Change vs previous 13F +49,188 shares

    0.56% of the 13F portfolio, value $42,532,853.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes 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 550,794 shares
    Change vs previous 13F +5,384 shares

    0.51% of the 13F portfolio, value $39,486,547.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes 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 545,410 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $46,103,622.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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