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Disclosery

Pathstone Holdings, LLC: NEE position timeline

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

Pathstone Holdings, LLC held 286,279 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 286,279 shares
    Change vs previous 13F +2,958 shares

    0.07% of the 13F portfolio, value $25,188,544.

    13F-HR 0002011612-26-000003 filed by Pathstone 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 283,321 shares
    Change vs previous 13F +2,699 shares

    0.1% of the 13F portfolio, value $26,314,817.

    13F-HR 0002011612-26-000002 filed by Pathstone 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 280,622 shares
    Change vs previous 13F +21,222 shares

    0.09% of the 13F portfolio, value $22,528,325.

    13F-HR 0002011612-26-000001 filed by Pathstone 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 259,400 shares
    Change vs previous 13F -5,279 shares

    0.07% of the 13F portfolio, value $19,582,116.

    13F-HR 0002011612-25-000002 filed by Pathstone 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 264,679 shares
    Change vs previous 13F +2,318 shares

    0.07% of the 13F portfolio, value $18,373,153.

    13F-HR 0001085146-25-004936 filed by Pathstone 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 262,361 shares
    Change vs previous 13F -4,458 shares

    0.08% of the 13F portfolio, value $18,540,301.

    13F-HR 0001085146-25-003172 filed by Pathstone 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 266,819 shares
    Change vs previous 13F -18,771 shares

    0.08% of the 13F portfolio, value $19,140,844.

    13F-HR 0001085146-25-001679 filed by Pathstone 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 285,590 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $24,140,928.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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