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Alley Investment Management Company, LLC: NEE position timeline

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

Alley Investment Management Company, LLC held 66,033 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,033 shares
    Change vs previous 13F -4,386 shares

    0.68% of the 13F portfolio, value $5,795,716.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 70,419 shares
    Change vs previous 13F -195 shares

    0.8% of the 13F portfolio, value $6,540,517.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 70,614 shares
    Change vs previous 13F -541 shares

    0.66% of the 13F portfolio, value $5,668,892.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 71,155 shares
    Change vs previous 13F -126,633 shares

    0.62% of the 13F portfolio, value $5,371,491.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 197,788 shares
    Change vs previous 13F +972 shares

    1.66% of the 13F portfolio, value $13,730,443.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 196,816 shares
    Change vs previous 13F +1,077 shares

    1.75% of the 13F portfolio, value $13,952,286.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 195,739 shares
    Change vs previous 13F +5,182 shares

    1.77% of the 13F portfolio, value $14,032,529.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 190,557 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $16,107,783.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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