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Disclosery

TrueMark Investments, LLC: NEE position timeline

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

TrueMark Investments, LLC held 148,289 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,289 shares
    Change vs previous 13F +20,844 shares

    1.63% of the 13F portfolio, value $13,015,326.

    13F-HR 0001376474-26-000506 filed by TrueMark Investments, 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 127,445 shares
    Change vs previous 13F -7,704 shares

    2.3% of the 13F portfolio, value $11,837,092.

    13F-HR 0001376474-26-000301 filed by TrueMark Investments, 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 135,149 shares
    Change vs previous 13F +10,306 shares

    2.07% of the 13F portfolio, value $10,849,762.

    13F-HR 0001376474-26-000040 filed by TrueMark Investments, 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 124,843 shares
    Change vs previous 13F +22,950 shares

    1.64% of the 13F portfolio, value $9,424,398.

    13F-HR 0001376474-25-000887 filed by TrueMark Investments, 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 101,893 shares
    Change vs previous 13F +8,302 shares

    1.53% of the 13F portfolio, value $7,073,412.

    13F-HR 0001376474-25-000685 filed by TrueMark Investments, 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 93,591 shares
    Change vs previous 13F +29,021 shares

    1.74% of the 13F portfolio, value $6,634,666.

    13F-HR 0001376474-25-000365 filed by TrueMark Investments, 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 64,570 shares
    Change vs previous 13F -24,097 shares

    1.48% of the 13F portfolio, value $4,629,023.

    13F-HR 0001376474-25-000192 filed by TrueMark Investments, 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 88,667 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $7,495,022.

    13F-HR 0001376474-24-000596 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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