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Disclosery

Allegheny Financial Group: NEE position timeline

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

Allegheny Financial Group held 15,729 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 15,729 shares
    Change vs previous 13F -31 shares

    0.15% of the 13F portfolio, value $1,380,576.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 15,760 shares
    Change vs previous 13F -26 shares

    0.2% of the 13F portfolio, value $1,463,841.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 15,786 shares
    Change vs previous 13F -26 shares

    0.19% of the 13F portfolio, value $1,267,335.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    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 15,812 shares
    Change vs previous 13F -301 shares

    0.22% of the 13F portfolio, value $1,193,715.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    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 16,113 shares
    Change vs previous 13F +32 shares

    0.25% of the 13F portfolio, value $1,118,605.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    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 16,081 shares
    Change vs previous 13F -371 shares

    0.29% of the 13F portfolio, value $1,139,990.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    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 16,452 shares
    Change vs previous 13F -135 shares

    0.3% of the 13F portfolio, value $1,179,498.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    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 16,587 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,402,108.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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