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Disclosery

Forum Financial Management, LP: NEE position timeline

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

Forum Financial Management, LP held 8,536 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,536 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $749,237.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 8,444 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $784,234.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 8,524 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $684,344.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 8,483 shares
    Change vs previous 13F -279 shares

    0.01% of the 13F portfolio, value $640,387.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 8,762 shares
    Change vs previous 13F -1,002 shares

    0.01% of the 13F portfolio, value $608,266.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 9,764 shares
    Change vs previous 13F -192 shares

    0.01% of the 13F portfolio, value $692,192.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 9,956 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $713,730.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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