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Disclosery

BankPlus Trust Department: NEE position timeline

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

BankPlus Trust Department held 32,997 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 32,997 shares
    Change vs previous 13F +731 shares

    0.45% of the 13F portfolio, value $2,896,154.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 26,914 shares
    • BankPlus Wealth Management LLC: 6,083 shares

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

  2. period ended2026-03-31
    13F 32,266 shares
    Change vs previous 13F -8,747 shares

    0.53% of the 13F portfolio, value $2,996,884.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 26,331 shares
    • BankPlus Wealth Management LLC: 5,935 shares

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

  3. period ended2025-12-31
    13F 41,013 shares
    Change vs previous 13F +47 shares

    0.58% of the 13F portfolio, value $3,292,654.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 32,942 shares
    • BankPlus Wealth Management LLC: 8,071 shares

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

  4. period ended2025-09-30
    13F 40,966 shares
    Change vs previous 13F +980 shares

    0.57% of the 13F portfolio, value $3,092,332.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 32,611 shares
    • BankPlus Wealth Management LLC: 8,355 shares

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

  5. period ended2025-06-30
    13F 39,986 shares
    Change vs previous 13F +3,567 shares

    0.57% of the 13F portfolio, value $2,775,878.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 32,129 shares
    • BankPlus Wealth Management LLC: 7,857 shares

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

  6. period ended2025-03-31
    13F 36,419 shares
    Change vs previous 13F +3,016 shares

    0.59% of the 13F portfolio, value $2,581,788.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 29,006 shares
    • BankPlus Wealth Management LLC: 7,413 shares

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

  7. period ended2024-12-31
    13F 33,403 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,394,700.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 26,295 shares
    • BankPlus Wealth Management LLC: 7,108 shares

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