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Disclosery

Phoenix Financial Ltd.: NEE position timeline

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

Phoenix Financial Ltd. held 51,118 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,118 shares
    Change vs previous 13F -12,902 shares

    0.03% of the 13F portfolio, value $4,485,906.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    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 64,020 shares
    Change vs previous 13F -8,024 shares

    0.06% of the 13F portfolio, value $5,944,032.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    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 72,044 shares
    Change vs previous 13F -1,272 shares

    0.06% of the 13F portfolio, value $5,691,669.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    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/A 73,316 shares
    Change vs previous 13F -31,868 shares

    0.07% of the 13F portfolio, value $5,534,794.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    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 105,184 shares
    Change vs previous 13F -16,145 shares

    0.1% of the 13F portfolio, value $7,306,765.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    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 121,329 shares
    Change vs previous 13F -7,268 shares

    0.13% of the 13F portfolio, value $8,603,521.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    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 128,597 shares
    Change vs previous 13F -12,007 shares

    0.13% of the 13F portfolio, value $9,219,199.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    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 140,604 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,888,176.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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