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Disclosery

Callan Family Office, LLC: NEE position timeline

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

Callan Family Office, LLC held 59,341 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,341 shares
    Change vs previous 13F +1,332 shares

    0.1% of the 13F portfolio, value $5,208,342.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, 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 58,009 shares
    Change vs previous 13F -321 shares

    0.12% of the 13F portfolio, value $5,387,872.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, 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 58,330 shares
    Change vs previous 13F +13,814 shares

    0.1% of the 13F portfolio, value $4,682,760.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, 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 44,516 shares
    Change vs previous 13F -3,042 shares

    0.11% of the 13F portfolio, value $3,360,513.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, 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 47,558 shares
    Change vs previous 13F +27,377 shares

    0.1% of the 13F portfolio, value $3,301,476.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, 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 20,181 shares
    Change vs previous 13F -13,018 shares

    0.11% of the 13F portfolio, value $1,430,642.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, 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 33,199 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,380,052.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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