Alliance Wealth Management Group: NEE position timeline

Alliance Wealth Management Group held 4,245 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,245 shares

   Change vs previous 13F -763 shares

   0.07% of the 13F portfolio, value $372,598.

   13F-HR 0001623707-26-000005 filed by Alliance Wealth Management Group
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,008 shares

   Change vs previous 13F +22 shares

   0.1% of the 13F portfolio, value $465,175.

   13F-HR 0001623707-26-000003 filed by Alliance Wealth Management Group
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,986 shares

   Change vs previous 13F +24 shares

   0.09% of the 13F portfolio, value $400,243.

   13F-HR 0001623707-26-000002 filed by Alliance Wealth Management Group
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,962 shares

   Change vs previous 13F +814 shares

   0.08% of the 13F portfolio, value $374,581.

   13F-HR 0001623707-25-000007 filed by Alliance Wealth Management Group
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,148 shares

   Change vs previous 13F +26 shares

   0.07% of the 13F portfolio, value $287,922.

   13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,122 shares

   Change vs previous 13F +26 shares

   0.08% of the 13F portfolio, value $292,235.

   13F-HR 0001623707-25-000003 filed by Alliance Wealth Management Group
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,096 shares

   Change vs previous 13F +22 shares

   0.08% of the 13F portfolio, value $293,671.

   13F-HR 0001623707-25-000002 filed by Alliance Wealth Management Group
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,074 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $344,338.

   13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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