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Freestone Capital Holdings, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freestone Capital Holdings, LLC on NEE, newest first. How the timeline and the estimate are built.

Freestone Capital Holdings, LLC held 132,546 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,546 shares
    Change vs previous 13F +2,724 shares

    0.3% of the 13F portfolio, value $11,633,600.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, LLC
    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 129,822 shares
    Change vs previous 13F +1,403 shares

    0.37% of the 13F portfolio, value $12,057,874.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, LLC
    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 128,419 shares
    Change vs previous 13F +4,995 shares

    0.31% of the 13F portfolio, value $10,309,488.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, LLC
    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 123,424 shares
    Change vs previous 13F -3,375 shares

    0.29% of the 13F portfolio, value $9,317,305.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, LLC
    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 126,799 shares
    Change vs previous 13F -47,038 shares

    0.3% of the 13F portfolio, value $8,802,401.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, LLC
    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 173,837 shares
    Change vs previous 13F +14,230 shares

    0.46% of the 13F portfolio, value $12,323,316.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, LLC
    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 159,607 shares
    Change vs previous 13F +4,171 shares

    0.4% of the 13F portfolio, value $11,442,283.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, LLC
    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 155,436 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $13,139,054.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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