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Disclosery

FIRST FOUNDATION ADVISORS: NEE position timeline

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

FIRST FOUNDATION ADVISORS held 61,644 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,644 shares
    Change vs previous 13F -1,669 shares

    0.19% of the 13F portfolio, value $5,410,512.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 63,313 shares
    Change vs previous 13F -4,157 shares

    0.24% of the 13F portfolio, value $5,880,499.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 67,470 shares
    Change vs previous 13F -4,071 shares

    0.2% of the 13F portfolio, value $5,416,485.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 71,541 shares
    Change vs previous 13F -4,611 shares

    0.2% of the 13F portfolio, value $5,400,638.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 76,152 shares
    Change vs previous 13F -4,307 shares

    0.2% of the 13F portfolio, value $5,286,490.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 80,459 shares
    Change vs previous 13F -16,308 shares

    0.23% of the 13F portfolio, value $5,703,737.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 96,767 shares
    Change vs previous 13F -6,853 shares

    0.26% of the 13F portfolio, value $6,937,213.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 103,620 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,758,961.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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