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YHB Investment Advisors, Inc.: NEE position timeline

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

YHB Investment Advisors, Inc. held 113,363 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 113,363 shares
    Change vs previous 13F +2,634 shares

    0.54% of the 13F portfolio, value $8,586,128.

    13F-HR 0002085853-26-001107 filed by YHB Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,729 shares
    Change vs previous 13F +5,734 shares

    0.62% of the 13F portfolio, value $9,718,683.

    13F-HR 0002085853-26-000719 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 104,995 shares
    Change vs previous 13F +2,203 shares

    0.7% of the 13F portfolio, value $9,751,933.

    13F-HR 0002085853-26-000346 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 102,792 shares
    Change vs previous 13F +1,065 shares

    0.57% of the 13F portfolio, value $8,252,158.

    13F-HR 0002085853-26-000038 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 101,727 shares
    Change vs previous 13F -748 shares

    0.56% of the 13F portfolio, value $7,679,365.

    13F-HR 0002085853-25-000030 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 102,475 shares
    Change vs previous 13F -160 shares

    0.55% of the 13F portfolio, value $7,113,846.

    13F-HR 0001667731-25-000774 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 102,635 shares
    Change vs previous 13F +2,279 shares

    0.61% of the 13F portfolio, value $7,275,807.

    13F-HR 0001667731-25-000497 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 100,356 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,194,548.

    13F-HR 0001667731-25-000081 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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