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Allen Mooney & Barnes Investment Advisors LLC: NEE position timeline

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

Allen Mooney & Barnes Investment Advisors LLC held 8,907 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,907 shares
    Change vs previous 13F +108 shares

    0.1% of the 13F portfolio, value $674,647.

    13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,799 shares
    Change vs previous 13F -2,195 shares

    0.12% of the 13F portfolio, value $772,326.

    13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment 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 ended2026-03-31
    13F 10,994 shares
    Change vs previous 13F +816 shares

    0.15% of the 13F portfolio, value $1,021,099.

    13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment 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 ended2025-12-31
    13F 10,178 shares
    Change vs previous 13F +189 shares

    0.12% of the 13F portfolio, value $817,107.

    13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment 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 ended2025-09-30
    13F 9,989 shares
    Change vs previous 13F -758 shares

    0.12% of the 13F portfolio, value $754,037.

    13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment 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 ended2025-06-30
    13F 10,747 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $746,060.

    13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment 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 ended2025-03-31
    13F 10,743 shares
    Change vs previous 13F -13 shares

    0.12% of the 13F portfolio, value $761,563.

    13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment 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 ended2024-12-31
    13F 10,756 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $771,068.

    13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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