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Disclosery

Alpha Financial Partners LLC: NEE position timeline

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

Alpha Financial Partners LLC held 2,630 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 2,630 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $230,831.

    13F-HR 0001951757-26-001211 filed by Alpha Financial Partners 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 2,660 shares
    Change vs previous 13F -204 shares

    0.15% of the 13F portfolio, value $247,024.

    13F-HR 0001951757-26-000850 filed by Alpha Financial Partners 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 2,864 shares
    Change vs previous 13F +53 shares

    0.14% of the 13F portfolio, value $229,937.

    13F-HR 0001951757-26-000406 filed by Alpha Financial Partners 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 2,811 shares
    Change vs previous 13F -120 shares

    0.14% of the 13F portfolio, value $212,237.

    13F-HR 0001951757-25-001349 filed by Alpha Financial Partners 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 2,931 shares
    Change vs previous 13F -93 shares

    0.15% of the 13F portfolio, value $203,437.

    13F-HR 0001951757-25-000958 filed by Alpha Financial Partners 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 3,024 shares
    Change vs previous 13F -160 shares

    0.17% of the 13F portfolio, value $214,392.

    13F-HR 0001951757-25-000482 filed by Alpha Financial Partners 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 3,184 shares
    Change vs previous 13F +491 shares

    0.18% of the 13F portfolio, value $228,288.

    13F-HR 0001951757-25-000222 filed by Alpha Financial Partners 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 2,693 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $227,605.

    13F-HR 0001951757-24-001122 filed by Alpha Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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