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Disclosery

Allworth Financial LP: NEE position timeline

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

Allworth Financial LP held 492,457 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 492,457 shares
    Change vs previous 13F -103,774 shares

    0.18% of the 13F portfolio, value $43,222,988.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 596,231 shares
    Change vs previous 13F +147,255 shares

    0.23% of the 13F portfolio, value $55,377,962.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 448,976 shares
    Change vs previous 13F +37,210 shares

    0.15% of the 13F portfolio, value $36,043,772.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 411,766 shares
    Change vs previous 13F +1,446 shares

    0.14% of the 13F portfolio, value $31,084,241.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 410,320 shares
    Change vs previous 13F +20,471 shares

    0.14% of the 13F portfolio, value $28,484,436.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 389,849 shares
    Change vs previous 13F +23,521 shares

    0.15% of the 13F portfolio, value $25,866,457.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 366,328 shares
    Change vs previous 13F +77,642 shares

    0.14% of the 13F portfolio, value $25,089,791.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 288,686 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $24,402,638.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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