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Disclosery

XML Financial, LLC: NEE position timeline

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

XML Financial, LLC held 14,964 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 14,964 shares
    Change vs previous 13F -1,188 shares

    0.1% of the 13F portfolio, value $1,313,390.

    13F-HR 0001725547-26-000254 filed by XML 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 16,152 shares
    Change vs previous 13F +831 shares

    0.12% of the 13F portfolio, value $1,500,206.

    13F-HR 0001725547-26-000139 filed by XML 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 15,321 shares
    Change vs previous 13F -1,090 shares

    0.1% of the 13F portfolio, value $1,229,974.

    13F-HR 0001725547-26-000074 filed by XML 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 16,411 shares
    Change vs previous 13F -36 shares

    0.1% of the 13F portfolio, value $1,238,862.

    13F-HR 0001725547-25-004125 filed by XML 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 16,447 shares
    Change vs previous 13F +158 shares

    0.1% of the 13F portfolio, value $1,141,723.

    13F-HR 0001725547-25-003469 filed by XML 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 16,289 shares
    Change vs previous 13F -681 shares

    0.11% of the 13F portfolio, value $1,154,759.

    13F-HR 0001725547-25-001441 filed by XML 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 16,970 shares
    Change vs previous 13F +393 shares

    0.11% of the 13F portfolio, value $1,216,601.

    13F-HR 0001725547-25-000138 filed by XML 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 16,577 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,401,272.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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