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Disclosery

Essex Financial Services, Inc.: NEE position timeline

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

Essex Financial Services, Inc. held 53,478 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,478 shares
    Change vs previous 13F -3,099 shares

    0.19% of the 13F portfolio, value $4,693,793.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 42,812 shares
    • Essex Bank: 10,666 shares

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

  2. period ended2026-03-31
    13F 56,577 shares
    Change vs previous 13F +1,164 shares

    0.24% of the 13F portfolio, value $5,254,829.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 43,638 shares
    • Essex Bank: 12,939 shares

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

  3. period ended2025-12-31
    13F 55,413 shares
    Change vs previous 13F -6,566 shares

    0.2% of the 13F portfolio, value $4,448,544.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 42,204 shares
    • Essex Bank: 13,209 shares

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

  4. period ended2025-09-30
    13F 61,979 shares
    Change vs previous 13F +4,895 shares

    0.22% of the 13F portfolio, value $4,678,819.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 48,572 shares
    • Essex Bank: 13,407 shares

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

  5. period ended2025-06-30
    13F 57,084 shares
    Change vs previous 13F -2,498 shares

    0.2% of the 13F portfolio, value $3,962,741.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 43,874 shares
    • Essex Bank: 13,210 shares

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

  6. period ended2025-03-31
    13F 59,582 shares
    Change vs previous 13F +2,029 shares

    0.24% of the 13F portfolio, value $4,223,602.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 44,270 shares
    • Essex Bank: 15,312 shares

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

  7. period ended2024-12-31
    13F 57,553 shares
    Change vs previous 13F -835 shares

    0.23% of the 13F portfolio, value $4,125,973.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 44,028 shares
    • Essex Bank: 13,525 shares

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

  8. period ended2024-09-30
    13F 58,388 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,898,416.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 44,820 shares
    • Essex Bank: 13,568 shares

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