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Disclosery

Evelyn Partners Group Ltd: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evelyn Partners Group Ltd on NEE, newest first. How the timeline and the estimate are built.

Evelyn Partners Group Ltd held 590,293 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 590,293 shares
    Change vs previous 13F +91,711 shares

    0.11% of the 13F portfolio, value $51,810,030.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    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 498,582 shares
    Change vs previous 13F +63,122 shares

    0.94% of the 13F portfolio, value $46,308,297.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 30,436 shares
    • Evelyn Partners Investment Management LLP: 463,794 shares
    • Evelyn Partners Asset Management Ltd: 4,352 shares

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

  3. period ended2025-12-31
    13F 435,460 shares
    Change vs previous 13F +67,294 shares

    0.72% of the 13F portfolio, value $34,958,729.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 25,493 shares
    • Evelyn Partners Investment Management LLP: 405,615 shares
    • Evelyn Partners Asset Management Ltd: 4,352 shares

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

  4. period ended2025-09-30
    13F 368,166 shares
    Change vs previous 13F -2,619 shares

    0.59% of the 13F portfolio, value $27,792,850.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 10,429 shares
    • Evelyn Partners Investment Management LLP: 353,385 shares
    • Evelyn Partners Asset Management Ltd: 4,352 shares

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

  5. period ended2025-06-30
    13F/A 370,785 shares
    Change vs previous 13F +16,615 shares

    0.59% of the 13F portfolio, value $25,739,894.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 1,939 shares
    • Evelyn Partners Investment Management LLP: 364,494 shares
    • Evelyn Partners Asset Management Ltd: 4,352 shares

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

  6. period ended2025-03-31
    13F/A 354,170 shares
    Change vs previous 13F +1,299 shares

    0.63% of the 13F portfolio, value $25,107,112.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 894 shares
    • Evelyn Partners Investment Management LLP: 348,809 shares
    • Evelyn Partners Asset Management Ltd: 4,467 shares

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

  7. period ended2024-12-31
    13F 352,871 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $25,297,323.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 871 shares
    • Evelyn Partners Investment Management LLP: 347,533 shares
    • Evelyn Partners Asset Management Ltd: 4,467 shares

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