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Disclosery

Asset Planning,Inc: NEE position timeline

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

Asset Planning,Inc held 6,499 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,499 shares
    Change vs previous 13F +32 shares

    0.37% of the 13F portfolio, value $570,412.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 6,467 shares
    Change vs previous 13F +30 shares

    0.43% of the 13F portfolio, value $600,624.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 6,437 shares
    Change vs previous 13F -174 shares

    0.36% of the 13F portfolio, value $516,770.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 6,611 shares
    Change vs previous 13F +36 shares

    0.36% of the 13F portfolio, value $499,073.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 6,575 shares
    Change vs previous 13F -1,166 shares

    0.34% of the 13F portfolio, value $456,445.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 7,741 shares
    Change vs previous 13F -65 shares

    0.43% of the 13F portfolio, value $548,751.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 7,806 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $559,580.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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