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Colonial Trust Advisors: NEE position timeline

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

Colonial Trust Advisors held 140,500 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 140,500 shares
    Change vs previous 13F -781 shares

    0.55% of the 13F portfolio, value $12,331,670.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 91,382 shares
    • Colonial Trust Co / SC: 49,118 shares

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

  2. period ended2026-03-31
    13F 141,281 shares
    Change vs previous 13F +2,022 shares

    0.65% of the 13F portfolio, value $13,122,235.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 91,432 shares
    • Colonial Trust Co / SC: 49,849 shares

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

  3. period ended2025-12-31
    13F 139,259 shares
    Change vs previous 13F +3,080 shares

    0.54% of the 13F portfolio, value $11,179,747.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 88,773 shares
    • Colonial Trust Co / SC: 50,486 shares

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

  4. period ended2025-09-30
    13F 136,179 shares
    Change vs previous 13F +861 shares

    0.5% of the 13F portfolio, value $10,280,164.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 86,943 shares
    • Colonial Trust Co / SC: 49,236 shares

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

  5. period ended2025-06-30
    13F 135,318 shares
    Change vs previous 13F +3,395 shares

    0.5% of the 13F portfolio, value $9,393,793.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 86,097 shares
    • Colonial Trust Co / SC: 49,221 shares

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

  6. period ended2025-03-31
    13F 131,923 shares
    Change vs previous 13F +3,911 shares

    0.53% of the 13F portfolio, value $9,352,003.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 85,041 shares
    • Colonial Trust Co / SC: 46,882 shares

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

  7. period ended2024-12-31
    13F 128,012 shares
    Change vs previous 13F +2,743 shares

    0.51% of the 13F portfolio, value $9,177,148.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 78,267 shares
    • Colonial Trust Co / SC: 49,745 shares

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

  8. period ended2024-09-30
    13F 125,269 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $10,588,980.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 77,548 shares
    • Colonial Trust Co / SC: 47,721 shares

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