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Lebenthal Global Advisors, LLC: NEE position timeline

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

Lebenthal Global Advisors, LLC held 12,179 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,179 shares
    Change vs previous 13F -72 shares

    0.14% of the 13F portfolio, value $1,068,956.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, 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 12,251 shares
    Change vs previous 13F -2,190 shares

    0.17% of the 13F portfolio, value $1,137,850.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, 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 14,441 shares
    Change vs previous 13F +5,013 shares

    0.18% of the 13F portfolio, value $1,159,360.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, 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 9,428 shares
    Change vs previous 13F -138 shares

    0.12% of the 13F portfolio, value $711,712.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, 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 9,566 shares
    Change vs previous 13F +722 shares

    0.12% of the 13F portfolio, value $664,071.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, 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 8,844 shares
    Change vs previous 13F -1,438 shares

    0.12% of the 13F portfolio, value $626,951.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, 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 10,282 shares
    Change vs previous 13F -1,309 shares

    0.13% of the 13F portfolio, value $737,116.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, 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 11,591 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $979,787.

    13F-HR 0001172661-24-004375 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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